Erik Lawrence, financial advisor Portland OR

Erik Lawrence

CRD Number: 4565203
Current Firm: Tenbridge Partners LLC

Erik Lawrence (CRD# 4565203) is an Investment Advisor Representative working at Tenbridge Partners LLC in Portland, OR and has over 21 years of experience in the finance industry. Erik Lawrence 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.

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Professional Designations
Company Name Location Dates Years
Tenbridge Partners, LLC Portland, OR Nov 2011 - Current 12
Kms Financial Services, Inc. Seattle, WA Mar 2012 - Dec 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Erik F. Lawrence
Phone Number: 971-277-1077
Registered State(s):
By the Numbers
  • Total Assets Under Management
    84
    MILLIONS
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $160,123
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

OR

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