Erik
Anderson

Atlasmark Financial, Inc

CRD#4541805
Investment Advisor
in Austin, TX
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About this Advisor

Erik Anderson is a certified financial planner and personal financial specialist in Austin, Texas. Currently a registered investment advisor with Atlasmark Financial, Inc, Anderson has 11 years of work experience. Anderson maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Anderson is registered to advise customers in Arizona, California, Connecticut, Delaware, Hawaii, Kansas, Louisiana, Maryland, Massachusetts, Mississippi, Nebraska, New Mexico, North Carolina, Oklahoma, Utah and Texas. Throughout their career, Anderson has worked at Securities America Advisors, Inc, Securities America, Inc, Employee Incentive Plans, Inc and Atlasmark Financial, Inc. Atlasmark Financial, Inc is based out of Austin, Texas. In aggregate, Atlasmark Financial, Inc oversees $419 million in assets throughout 3,383 client accounts and retains 15 staff members. The firm's total assets under management makes it one of the larger financial advisory firms in the nation. The firm manages 3,378 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 3,383 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Atlasmark Financial, Inc can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Personal Financial Specialist

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

12466 Los Indios Trl Suite 200
Austin, TX 78729-7934

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Atlasmark Financial, Inc Brokerage Details

Total Assets Under Management

$411,905,992

TX Average: $3,042,739,679
Total Number of Employees

15

TX Average: 49
Total Number of Accounts

4,474

TX Average: 2,315
Average Account Size

$92,067

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Erik Anderson Work History

Erik has 11 years of experience.

2010 - Present (9 years)

Atlasmark Financial, Inc

2008 - 2010 (2 years)

Securities America Advisors, Inc

2008 - Present (11 years)

Securities America, Inc

2007 - Present (12 years)

Employee Incentive Plans, Inc

Disclosures

Erik Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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