Daniel Ervin (CRD# 6900021) is an Investment Advisor Representative working at Ervin Investment Management in Seattle, WA and has over 6 years of experience in the finance industry.
CRD# 5925615
Osaic Wealth, Inc.
CRD# 6886032
Capital Partners Wealth Management
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ervin Investment Management | Seattle, WA | Mar 2019 - Current | 5 |
| Reis Investment Management, Inc. | Solana Beach, CA | Jan 2018 - Current | 6 |
| Highline Public Schools | Seattle, WA | Sep 2016 - Current | 7 |
| The Evergreen School | Seattle, WA | Sep 2015 - Aug 2016 | < 1 |
| Giddens School | Seattle, WA | Sep 2010 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- CA
- WA
-
Total Assets Under Management206MILLIONS
-
Total Number of Accounts285ACCOUNTS
-
Average Account Value$722,565
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
CA, WA
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