Kelli EricksonCRD Number: 6282186
Current Firm: Bcj Capital Management
Kelli Erickson (CRD# 6282186) is an Investment Advisor Representative working at Bcj Capital Management in Scottsdale, AZ and has over 2 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
|Bcj Capital Management||Scottsdale, AZ||Jan 2014 - Current||2|
|Erickson Accounting Services, LLC||Mesa, AZ||May 1993 - Current||23|
|Sally's Fabrics, Inc.||Mesa, AZ||Jan 2010 - Dec 2011||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management337MILLIONS
Total Number of Accounts2,249ACCOUNTS
Average Account Value$149,741
- 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)
AZ, CA, FL, ID, NV, OR, TX, UT, VA, WA