Nils Ericson (CRD# 1022814) is an Investment Advisor Representative working at Lpl Financial LLC in Missoula, MT and has over 40 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Missoula, MT | Nov 2021 - Current | 2 |
| Calton & Associates, Inc. | Tampa, FL | Oct 2019 - Sep 2021 | 1 |
| Paulson Investment Company, LLC | Tampa, FL | Apr 2019 - Oct 2019 | < 1 |
| Raymond James & Associates, Inc. | Tamp, FL | Dec 2016 - Mar 2019 | 2 |
| Aegis Capital Corp | Tampa, FL | Aug 2015 - Oct 2016 | 1 |
| Jhs Capital Advisors, LLC | Portland, OR | Apr 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1983 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CA
- MT
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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