Erik Averill, financial advisor Pasadena CA
83 score

Erik Averill

CRD Number: 5427694
Current Firm: Penniall & Associates

Erik D. Averill, CFP is a Senior Wealth Manager and Managing Partner of the Athlete Wealth division at Penniall & Associates, Inc.

 

Athlete Wealth is a full service financial and life management company and family office that specializes in helping professional athletes, entertainers and entrepreneurs maximize their wealth to live exceptional lives & build their legacy. 

 

Our mission for the past 33 years has been to provide unbiased, comprehensive wealth management solutions for families of substantial wealth. Utilizing our time tested proprietary system we give you the confidence, control, and peace of mind that you are meeting your financial goals.

 

His combination as a Certified Financial Planner™ professional and former professional athlete makes him one of the leading wealth managers for professional athletes. 

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Professional Designations
Company Name Location Dates Years
Penniall & Associates, Inc. Pasadena, CA Aug 2010 - Current 6
Athlete Ceo Consulting, LLC Phoenix, AZ Apr 2010 - Current 6
Athlete Wealth Scottsdale, AZ Jan 2010 - Current 6
Morgan Stanley Smith Barney Phoenix, AZ Jun 2009 - Current 7
Citigroup Global Markets, Inc. Phoenix, AZ Apr 2009 - Current 7
Protege, LLC Phoenix, AZ Aug 2008 - Current 8
Seattle Mariners Seattle, WA Jun 2008 - Current 8
Smith Barney Phoenix, AZ Sep 2007 - Current 9
Detroit Tigers Detroit, MI Jun 2005 - Current 11
United Planners Financial Services Scottsdale, AZ Aug 2010 - Dec 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Erik D. Averill
Phone Number: (714) 350-3866
Advisor Website: http://www.AthleteWealth.com
Firm Website: http://www.penniall.com
Registered State(s):
  • AZ
  • CA
  • IL
  • NH
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    945
    MILLIONS
  • Total Number of Accounts
    2,014
    ACCOUNTS
  • Average Account Value
    $469,233
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83
Verified Page
Data verified by both the advisor and the public regulatory data.

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