Philip
Erickson
Merit Financial Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Philip Erickson is a financial advisor operating out of Colorado Springs, Colorado with 4 years of relevant experience. Erickson works at Merit Financial Advisors. Their career trajectory has included roles at 1St Global Capital Corp, 1St Global Advisors, Inc, Erickson, Brown & Kloster Pc, I.M. Wealth Care, LLC, Lpl Financial, LLC and Merit Financial Group, LLC. Erickson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Merit Financial Advisors is a financial advisory firm that has its headquarters in Alpharetta, GA. The investment advisory business has offices in 40 locations and a total of 217 financial advisors. It has $6 billion in assets under management across its 19,368 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 19,368 accounts, 22% are held by high-net-worth clients who have at least $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services depend on which services the firm provides the client. Fee types billed by Merit Financial Advisors likely are comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Merit Financial Advisors Brokerage Details
$5,522,570,668
217
19,368
$285,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Philip Erickson Work History
Philip has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
Merit Financial Group, LLC
I.M. Wealth Care, LLC
Erickson, Brown & Kloster Pc
1St Global Capital Corp
1St Global Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Erickson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merit Financial Advisors
Birmingham, AL
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Lawrenceville, GA
Alpharetta, GA
Edmond, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
