AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
EJ

Erin Jacqueline Dale

Ohio·CRD #6735010
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
2
Exams
4
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Erin James Barnhart

Ohio·CRD #3134406
Dual-registered

Dual-registered at MPM WEALTH ADVISORS

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$1.0M
View profile
EJ

Erin Jean Kincheloe

California·CRD #1534640
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
28 yrs
States
1
Exams
5
Since
1998
Fee
AUM / Flat Fee / Performance-based
View profile
EJ

Erin Jean Lamp

North Dakota·CRD #6069908
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
14 yrs
States
1
Exams
5
Since
2012
Fee
AUM / Hourly / Flat Fee
View profile
EJ

Erin Joy Van Haasteren

Florida·CRD #6633543
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
EJ

Erin J Tripp

Rhode Island·CRD #4852480
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Erin Kae Gilbert

Indiana·CRD #6632209
Dual-registered

Dual-registered at ONEASCENT FINANCIAL SERVICES LLC

Experience
10 yrs
States
2
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
EK

Erin Kalsto

Illinois·CRD #6989644
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
3
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Erin Kathleen Moran

New York·CRD #6965076
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Erin Kathleen Sanchez

California·CRD #4854785
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
3
Exams
4
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Erin Kayla Lewis

Pennsylvania·CRD #7567778
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
EK

Erin Kay Wood

North Carolina·CRD #4701048
Dual-registered

Dual-registered at ASSETMARK, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Flat Fee
View profile
EK

Erin Kehaunani Budke

California·CRD #6651582
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
EK

Erin K Vick

Ohio·CRD #5857598
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
2
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
EL

Erin Lanette Wilmer

Florida·CRD #6075672
Dual-registered

Dual-registered at CREATIVEONE SECURITIES, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Hourly
Minimum
$25k
View profile
EL

Erin L Coakley

Florida·CRD #4832031
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
EL

Erin Lea Guarneri

New Jersey·CRD #7092308
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
EL

Erin Leanne Iannone

West Virginia·CRD #7069912
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EL

Erin Lea Weber

Oregon·CRD #7182850
Dual-registered

Dual-registered at BLACK DIAMOND FINANCIAL, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
EL

Erin Lee Mutton

Indiana·CRD #5179606
Dual-registered

Dual-registered at PATHWAY FINANCIAL ADVISERS, LLC

Experience
17 yrs
States
2
Exams
6
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
EL

Erin Leigh Haugh

Wisconsin·CRD #6628632
Dual-registered

Dual-registered at ASSOCIATED INVESTMENT SERVICES, INC.

Experience
10 yrs
States
1
Exams
4
Since
2016
Fee
AUM
View profile
EL

Erin Leigh Richters

Nebraska·CRD #6625557
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EL

Erin L O'Shea

New York·CRD #5679302
Dual-registered

Dual-registered at HSBC SECURITIES (USA) INC.

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
EL

Erin Louise Gunnell

Michigan·CRD #4808772
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
2
Exams
5
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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