Erik
Bjorvik
Lri Investments
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About this Advisor
Erik Bjorvik is a financial advisor based in Palm Beach Gardens, Florida, working with Lri Investments. Erik has previously held positions at Lri Investments, LLC, M Holdings Securities, Inc, and M Financial Asset Management, Inc. Erik has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Pennsylvania. Currently, Erik is part of Lri Investments, which operates out of Palm Beach Gardens, Florida. The firm has 1 office and 17 employees. The firm manages assets totaling $932.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lri Investments includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lri Investments Brokerage Details
$932,915,457
17
1,050
$888,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Erik Bjorvik Work History
Lri Investments, LLC
M Holdings Securities, Inc
M Financial Asset Management, Inc
Disclosures
Please visit the SEC profile of Erik Bjorvik 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 Lri Investments
West Hartford, CT
Palm Beach Gardens, FL
Palm Beach Gardens, FL
West Hartford, CT
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Fort Lauderdale, FL
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