Erin Neil (CRD# 2732161) is an Investment Advisor Representative working at Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA and has over 25 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Wealth Strategies Group, Inc. | Santa Barbara, CA | May 2020 - Current | 3 |
| Pacific Wealth Strategies Group, Inc. | Santa Barbara, CA | Sep 2007 - Current | 16 |
| First Allied Securities, Inc. | San Diego, CA | May 2020 - Jun 2022 | 2 |
| First Allied Advisory Services, Inc. | Schaumburg, IL | Nov 2020 - May 2022 | 1 |
| First Allied Advisory Services, Inc. | San Diego, CA | Sep 2020 - Nov 2020 | < 1 |
| Pacific Wealth Strategies Group, Inc. | Santa Barbara, CA | Nov 2010 - May 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- CA
-
Total Assets Under Management177MILLIONS
-
Total Number of Accounts539ACCOUNTS
-
Average Account Value$328,622
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA
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.