Erika Pape (CRD# 6624007) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Haven, CT and has over 6 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Liberty Bank Investment Services | North Haven, CT | Jan 2021 - Current | 3 |
Raymond James Financial Services, Inc. | Middletown, CT | Jun 2019 - Current | 4 |
Raymond James Financial Services Advisors, Inc. | Middletown, CT | Jun 2019 - Current | 4 |
Liberty Bank | North Haven, CT | Jun 2019 - Current | 4 |
Key Investment Services LLC | Manchester, CT | Oct 2018 - May 2019 | < 1 |
Keybank | Old Saybrook, CT | Sep 2018 - May 2019 | < 1 |
Unemployed | Old Saybrook, CT | Dec 2017 - Sep 2018 | < 1 |
Essex Financial Services | Essex, CT | Jan 2016 - Dec 2017 | 1 |
Essex Financial Services | Essex, CT | Apr 2015 - Jan 2016 | < 1 |
Essex Savings Bank | Essex, CT | Mar 2015 - Apr 2015 | < 1 |
Unemployed | Clinton, CT | Jan 2015 - Mar 2015 | < 1 |
Artreach Inc. | Norwich, CT | Apr 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- CT
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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