Charlene Erickson, financial advisor Port Angeles WA
93 score

Charlene Erickson

CRD Number: 1893490
Current Firm: Wells Fargo Advisors, LLC

Charlene Erickson (CRD# 1893490) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Port Angeles, WA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Sequim, WA Jan 2011 - Current 5
Wells Fargo Investments, LLC Sequim, WA Mar 2010 - Jan 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sequim, WA Oct 2009 - Mar 2010 < 1
Banc Of America Investment Services, Inc. Seattle, WA Jul 1998 - Oct 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Charlene G. Erickson
Phone Number: 314-875-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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