Erling Brakke (CRD# 6554947) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 6 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Kingswood Capital Partners LLC | Stockbridge, GA | Dec 2021 - Current | 2 |
Financial Gravity Family Office Services, LLC | Lakeway, TX | Sep 2021 - Current | 2 |
Nodak LLC | The Woodlands, TX | Mar 2017 - Current | 7 |
Erling Brakke, Cpa, Pllc | The Woodlands, TX | Jan 2010 - Current | 14 |
Erling Brakke | The Woodlands, TX | Jun 2004 - Nov 2022 | 18 |
Forta Financial Group, Inc. | Greenwood Village, CO | Feb 2020 - Oct 2021 | 1 |
Hd Vest Investment Services | The Woodlands, TX | Feb 2017 - Dec 2019 | 2 |
Hd Vest Advisory Services | The Woodlands, TX | Sep 2015 - Dec 2019 | 4 |
Nodak Investments LLC | The Woodlands, TX | Jan 2010 - Mar 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2017 |
- TX
-
Total Assets Under Management365MILLIONS
-
Total Number of Accounts2,654ACCOUNTS
-
Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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