Timothy Erickson (CRD# 6152283) is an Investment Advisor Representative working at Erickson Financial Group, LLC in Allentown, PA and has over 5 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Erickson Financial Group, LLC | Center Valley, PA | Jan 2019 - Current | 5 |
Mml Investors Services, Llc [dba Erickson Financial] | Center Valley, PA | Dec 2012 - Jan 2019 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- PA
- TX
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts716ACCOUNTS
-
Average Account Value$204,804
- 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
- Pension consulting services
NJ, PA, TX
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