Eileen EricksonCRD 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 26 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Eileen M. Erickson||Rancho Murieta, CA||Sep 2000 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1996|
Total Assets Under Management22MILLIONS
Total Number of Accounts44ACCOUNTS
Average Account Value$496,643
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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