Paul
Erickson
Royal Oak Financial Advisors, LLC
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About this Advisor
Paul Erickson is a financial advisor who works in Royal Oak, Michigan who has 6 years of relevant experience. Erickson works at Royal Oak Financial Advisors, LLC. Over the course of their career, Erickson has held roles at Invest Financial Corp, Capital Asset Advisory Services, LLC, Wfg Investments, Inc, Royal Oak Financial Advisors, LLC and Alpha Asset Advisors, LLC. Erickson maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in Michigan. Royal Oak Financial Advisors, LLC is a company that has its headquarters in Royal Oak, MI. It handles $193 million in total assets among its 1,120 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises three charitable organizations. Of its 1,120 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically depend on which service is offered. However, fees charged by Royal Oak Financial Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Oak Financial Advisors, LLC Brokerage Details
$192,650,968
5
1,120
$172,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Paul Erickson Work History
Paul has been registered as a financial advisor for 6 years.*
Royal Oak Financial Advisors, LLC
Alpha Asset Advisors, LLC
Wfg Investments, Inc
Invest Financial Corp
Capital Asset Advisory Services, LLC
*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 Paul 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 Royal Oak Financial Advisors, LLC
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
Royal Oak, MI
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