Erin Masters (CRD# 2813872) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Daytona Beach, FL and has over 27 years of experience in the finance industry. Erin Masters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Daytona Beach, FL | Mar 2020 - Current | 4 |
| Ameriprise Financial Services Inc. | Daytona Beach, FL | Sep 2017 - Mar 2020 | 2 |
| Insurance-non Variable | Ormond Beach, FL | Jan 2012 - Sep 2017 | 5 |
| Qualus Business Ownership Solutions | Ormond Beach, FL | May 2011 - Sep 2017 | 6 |
| Clc, Inc. | Daytona Beach, FL | Apr 2010 - Sep 2017 | 7 |
| United Healthcare Sales | Ormond Beach, FL | Nov 2009 - Sep 2017 | 7 |
| Raymond James Financial Services Advisors, Inc. | Ormond Beach, FL | Jan 2009 - Sep 2017 | 8 |
| Greg Wynn Financial Services, Inc. | Ormond Beach, FL | Jan 2008 - Sep 2017 | 9 |
| Raymond James Financial Services | Ormond Beach, FL | Dec 2007 - Sep 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- FL
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Publication of periodicals or newsletters
- Educational seminars/workshops
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AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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