Gaye ErwinCRD Number: 1202088
Current Firm: Lpl Financial LLC
Gaye Erwin (CRD# 1202088) is an Investment Advisor Representative working at Lpl Financial LLC in Wichita, KS and has over 33 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Lpl Financial LLC||Wichita, KS||May 2009 - Current||8|
|Pfs Investments Inc.||Wichita, KS||Sep 1983 - May 2009||25|
|Primerica Financial Services||Wichita, KS||Aug 1983 - May 2009||25|
|A. L. Williams||Wichita, KS||Oct 1982 - May 2009||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||May 2010|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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