Erik KumasCRD Number: 5966400
Current Firm: Commonwealth Financial Network
Erik Kumas (CRD# 5966400) is an Investment Advisor Representative working at Commonwealth Financial Network in San Diego, CA and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Commonwealth Financial Network||San Diego, CA||May 2016 - Current||< 1|
|Lpl Financial LLC||San Diego, CA||Aug 2012 - May 2016||3|
|Blueprint Wealth Partners, LLC||San Diego, CA||Jul 2011 - May 2016||4|
|University Of California, San Diego||San Diego, CA||Sep 2007 - Jul 2011||3|
|Novato Toyota||Novato, CA||Jun 2007 - Sep 2007||< 1|
|Novato High School||Novato, CA||Jun 2003 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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