Erin McCaskillCRD Number: 4501409
Current Firm: First Citizens Investor Services, Inc.
Erin McCaskill (CRD# 4501409) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|First Citizens Investor Services, Inc.||Columbia, SC||Jan 2016 - Current||2|
|First Citizens Bank Of Sc||Columbia, SC||May 2009 - Current||8|
|Carolina Ale House||Columbia, SC||Sep 2008 - Jan 2010||1|
|Valpac||Columbia, SC||Sep 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management697MILLIONS
Total Number of Accounts2,533ACCOUNTS
Average Account Value$275,168
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, LA, MD, MS, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WV