Erik Somerville (CRD# 6688846) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has 1 year of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Realta Investment Advisors, Inc. | Wilmington, DE | Dec 2022 - Current | 1 |
| Various | Los Angeles, CA | May 2018 - Current | 6 |
| Coastal Equities, Inc. | Wilmington, DE | May 2022 - Dec 2022 | < 1 |
| Unemployed | Hockessin, DE | Nov 2017 - May 2018 | < 1 |
| Edge Construction | Wilmington, DE | Sep 2017 - Nov 2017 | < 1 |
| Sanford School | Hockessin, DE | Sep 2017 - Nov 2017 | < 1 |
| Unemployed | Hockessin, DE | May 2017 - Sep 2017 | < 1 |
| Hobart And William Smith Colleges | Geneva, NY | Aug 2013 - May 2017 | 3 |
| Coastal Equities, Inc. | Wilmington, DE | Jun 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CA
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Total Assets Under Management800MILLIONS
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Total Number of Accounts3,529ACCOUNTS
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Average Account Value$226,609
- 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)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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