Erik
Selness

Raymond James Financial Services Advisors, Inc

CRD#4449973
Investment Advisor
in Atlanta, GA
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About this Advisor

Erik Selness is a certified financial planner located in Atlanta, Georgia. Currently an investment advisor with Raymond James Financial Services Advisors, Inc, they have gathered 10 years of practice in the financial advisory industry. Selness holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Selness can advise clients based out of Georgia and Texas. Throughout their career, they have worked at Artisan Brands, Dogwood Wealth Advisors, Wells Fargo Advisors LLC, Raymond James Financial Services and Raymond James Financial Services Advisors Inc. Raymond James Financial Services Advisors, Inc is based out of Atlanta, Georgia, and has 2,040 other offices throughout the country. In total, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets dispersed across 280,698 client accounts and employs more than 5,600 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 151,196 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Raymond James Financial Services Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1100 Peachtree Street Suite 325
Atlanta, GA 30309

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

GA Average: $1,855,561,029
Total Number of Employees

6,224

GA Average: 62
Total Number of Accounts

343,734

GA Average: 2,474
Average Account Size

$301,664

GA Average: $750,025

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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
  • Educational seminars/workshops
  • Other

Erik Selness Work History

Erik has 10 years of experience.

2015 - Present (4 years)

Dogwood Wealth Advisors

2015 - Present (4 years)

Raymond James Financial Services

2015 - Present (4 years)

Raymond James Financial Services Advisors Inc

2010 - 2015 (5 years)

Wells Fargo Advisors LLC

2008 - 2010 (2 years)

Artisan Brands

Disclosures

Erik Selness has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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