Israel Erwin, financial advisor Prescott AZ
93 score

Israel Erwin

CRD Number: 5394547
Current Firm: Wells Fargo Advisors, LLC

Israel Erwin (CRD# 5394547) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Prescott, AZ and has over 9 years of experience in the finance industry. Israel Erwin 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
Wells Fargo Advisors, LLC Prescott, AZ Jul 2016 - Current < 1
Bmo Harris Financial Advisors Phoenix, AZ Apr 2013 - Jul 2016 3
Edward Jones St Louis, MO Jun 2012 - Apr 2013 < 1
Sanctuary Hospice Phoenix, AZ Mar 2012 - Jun 2012 < 1
Ensign Group Phoenix, AZ Jul 2010 - Mar 2012 1
Lpl Financial Phoenix, AZ Feb 2009 - Jul 2010 1
Unified Wealth Management, LLC Scottsdale, AZ Jul 2008 - Feb 2009 < 1
Gunnallen Financial Tampa, FL Jul 2007 - Feb 2009 1
Sun Valley High School Mesa, AZ Aug 2005 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Israel S. Erwin
Phone Number: 314-875-3000
Registered State(s):
  • AZ
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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