Erik FrodleCRD Number: 6183362
Current Firm: Wp Advisors, LLC
Erik Frodle (CRD# 6183362) is an Investment Advisor Representative working at Wp Advisors, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Wp Advisors, LLC||San Francisco, CA||Apr 2013 - Current||3|
|Carefusion||San Diego, CA||Jul 2011 - Apr 2013||1|
|Costco Corporate Office||Issaquah, WA||Feb 2011 - Jul 2011||< 1|
|University Of Arizona||Tucson, AZ||Aug 2006 - Feb 2011||4|
|Issaquah High School||Issaquah, WA||Aug 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management216MILLIONS
Total Number of Accounts769ACCOUNTS
Average Account Value$280,989
- 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
CA, NJ, WA
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