Financial ADVSR advisor directory · SEC adviser records
Erickson Financial Group, LLC financial advisors in Allentown, PA
Every SEC-registered investment adviser representative at a Erickson Financial Group, LLC office in Allentown, A to Z.
The short answer
3 registered advisors work at Erickson Financial Group, LLC in Allentown, out of 3 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Erickson Financial Group, LLC advisors in Allentown, A to Z
Every Erickson Financial Group, LLC advisor →- Kerry D. EricksonChartered Financial Consultant
- Timothy J. EricksonInvestment adviser rep
- Chad D. WakemanInvestment adviser rep
Erickson Financial Group, LLC advisors in every city and state →Erickson Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Allentown
All Allentown advisors →Wells Fargo Clearing Services, LLC 52Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 30MML Investors Services, LLC 20Pfs Investments Inc. 20Ameriprise Financial Services, LLC 19Captrust 17Osaic Wealth, Inc. 15Raymond James & Associates, Inc. 12Truist Advisory Services, Inc. 11LPL Financial LLC 10Global Retirement Partners LLC 7
Questions
How many financial advisors does Erickson Financial Group, LLC have in Allentown?
3 investment adviser representatives are registered at Erickson Financial Group, LLC offices in Allentown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Erickson Financial Group, LLC one of the largest advisor employers in Allentown?
Erickson Financial Group, LLC ranks number 26 in Allentown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 52.
How do I check a Erickson Financial Group, LLC advisor in Allentown?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Erickson Financial Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.