Erik Flegal (CRD# 4726481) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Imprint Wealth Llc D/b/a Family Fortune Financial | Mount Pleasant, SC | Sep 2022 - Current | 1 |
| Eudaimonia Partners | Mt. Pleasant, SC | Jan 2019 - Sep 2022 | 3 |
| Wells Fargo Clearing Services, LLC | Beverly Hills, CA | Nov 2016 - Dec 2018 | 2 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Nov 2016 | 1 |
| Morgan Stanley | Beverly Hills, CA | Jun 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
- TX
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Total Assets Under Management709MILLIONS
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Total Number of Accounts2,142ACCOUNTS
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Average Account Value$331,042
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, NY, PA, SC, TX
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