Erin Dahlenburg (CRD# 6808832) is an Investment Advisor Representative working at Lpl Financial LLC in Nipomo, CA and has over 5 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Pismo Beach, CA | Mar 2020 - Current | 4 |
| Mml Investors Services, LLC | Springfield, MA | Aug 2018 - Mar 2020 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jan 2017 - Mar 2020 | 3 |
| The Advisoryone Group | Chicago, IL | Sep 2016 - Dec 2016 | < 1 |
| Aces | Irvine, CA | Jun 2016 - Sep 2016 | < 1 |
| Goldenwest Vbc | Anahiem, CA | Oct 2015 - Jun 2016 | < 1 |
| Orange Lutheran High School | Villa Park, CA | Aug 2015 - Oct 2015 | < 1 |
| 49er Camp | Long Beach, CA | Jun 2015 - Jul 2015 | < 1 |
| University Of Wisconsin- Madison | Madison, WI | Jun 2014 - May 2015 | < 1 |
| California State University- Long Beach | Long Beach, CA | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- CA
- IL
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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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