Erik
Bonnett

Tripletail Wealth Management

CRD#7271056
Investment Advisor
in Orlando, FL

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About this Advisor

Erik Bonnett is a financial advisor based in Orlando, Florida who has 1 year of industry experience. Bonnett is an employee of Tripletail Wealth Management. Throughout their career, Bonnett has worked at Regions Bank, Woodbury Financial Services Inc, Tripletail Wealth Management and Purshe Kaplan Sterling Investments. Bonnett holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Tripletail Wealth Management is a financial advisory company with a branch in Orlando, Florida.

Certifications and Registrations

Series 66

Years Registered*

1 year

Office Location

224 E. Marks St.
Orlando, FL 32803

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Erik Bonnett Work History

Erik has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2019 - Present (5 years)

Tripletail Wealth Management

2021 - 2022 (1 year)

Woodbury Financial Services Inc

2020 - 2022 (2 years)

Woodbury Financial Services Inc

2011 - 2020 (9 years)

Regions Bank

*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 Erik Bonnett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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.

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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.

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