Erika VoelkerCRD Number: 6183416
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Erika Voelker (CRD# 6183416) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 8 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Bank Of America, N.a.||Jacksonville, FL||Nov 2013 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Mar 2013 - Current||8|
|Deaconess Hospital||Evansville, IN||Jun 2012 - Mar 2013||< 1|
|At&t Mobility||Evansville, IN||Feb 2012 - Mar 2013||1|
|New York And Company||Evansville, IN||May 2010 - Jun 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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