Erik
Wilson
Triumph Wealth Advisors, Inc
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About this Advisor
Erik Wilson is a financial advisor operating in Boca Raton, Florida who has 8 years of industry experience. Wilson is an advisor for Triumph Wealth Advisors, Inc. Over the course of their career, they have held roles at American Senior Benefits, The Assurance Group, Trusted Homecare Services, World Equity Group, Senior Information Centers, Fintegra, LLC and Tcm Securities, Inc. Wilson maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to advise clients in Florida and Massachusetts. Triumph Wealth Advisors, Inc is a firm that has its headquarters in Woodstock, GA. The company has offices in three locations and a total of 21 financial advisors. It controls $23 million in assets under management among its 190 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually depend on the services offered. However, fee types charged by Triumph Wealth Advisors, Inc most likely consist of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triumph Wealth Advisors, Inc Brokerage Details
$23,413,000
21
190
$123,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Erik Wilson Work History
Erik has been registered as a financial advisor for 8 years.*
World Equity Group
Trusted Homecare Services
Senior Information Centers
Tcm Securities, Inc
The Assurance Group
Fintegra, LLC
American Senior Benefits
*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 Wilson 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 Triumph Wealth Advisors, Inc
Raleigh, NC
Woodstock, GA
Boca Raton, FL
Woodstock, GA
Woodstock, GA
Frisco, TX
Tucson, AZ
Birmingham, AL
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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