Atlasmark Financial, Inc
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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
Years of Experience
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Atlasmark Financial, Inc Brokerage Details
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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.
Atlasmark Financial, Inc
Securities America Advisors, Inc
Securities America, Inc
Employee Incentive Plans, Inc
Erik Anderson has no disclosures.
Please visit their SEC profile for more details.