Steve EriksonCRD Number: 1346502
Current Firm: Hallmark Capital Management Inc.
Steve Erikson (CRD# 1346502) is an Investment Advisor Representative working at Hallmark Capital Management Inc. in West Palm Beach, FL and has over 32 years of experience in the finance industry. Steve Erikson 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.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Hallmark Capital Management, Inc.||Wayne, NJ||Jul 2017 - Current||< 1|
|Hallmark Capital Management, Inc.||Wayne, NJ||Oct 1999 - Jul 2017||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1985|
Total Assets Under Management1,327MILLIONS
Total Number of Accounts1,546ACCOUNTS
Average Account Value$858,549
- A percentage of assets under your management
- Hourly charges
- 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
AL, CA, CT, DE, FL, GA, KY, LA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WI
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