Eileen Erickson, financial advisor Rancho Murieta CA

Eileen Erickson

CRD Number: 2722564
Current Firm: Erickson, Eileen Marie

Eileen Erickson (CRD# 2722564) is an Investment Advisor Representative working at Erickson, Eileen Marie in Rancho Murieta, CA and has over 27 years of experience in the finance industry. Eileen Erickson 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.

Similar Advisors
Jason Bell, financial advisor Rancho Murieta CA
Jason T. Bell
CRD# 2464546
Capital Planning Advisors LLC
Similar Advisors
Conrad Aarseth, financial advisor Rancho Murieta CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Similar Advisors
Brian Abad, financial advisor Rancho Murieta CA
Brian P. Abad
CRD# 2923073
Captrust
Professional Designations
Company Name Location Dates Years
Eileen M. Erickson Rancho Murieta, CA Sep 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
Contact Info for Eileen M. Erickson
Phone Number: 916-312-5029
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $434,495
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.