Falconer Group (CRD# 124166) is a financial advisory firm headquartered in Traverse City, MI. They manage $20,431,792 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$1,075,357
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Erik Falconer (CRD# 4625179) is an Investment Advisor Representative working at Falconer Group in Traverse City, MI and has 1 year of experience in the finance industry. Erik Falconer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.