Erin McCain, financial advisor Ridgeland MS

Erin McCain

CRD Number: 4852394
Current Firm: Kestra Advisory Services, LLC

Erin McCain (CRD# 4852394) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ridgeland, MS and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Ridgeland, MS Apr 2016 - Current 7
Kestra Investment Services, LLC Ridgeland, MS Oct 2014 - Current 9
Nfp Advisor Services Austin, TX Nov 2014 - Apr 2016 1
Securities America, Inc. Madison, MS Nov 2008 - Nov 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Erin P. McCain
Phone Number: 8445537872
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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