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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+)
EL

Erin L Tatham

Georgia·CRD #6129922
IA Rep

Investment Adviser Rep at REGISTER FINANCIAL ADVISORS, LLC

Experience
11 yrs
States
2
Exams
2
Since
2015
Fee
AUM / Hourly / Flat Fee
View profile
EL

Erin Lucik

New Jersey·CRD #4961759
Dual-registered

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

Experience
21 yrs
States
3
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
EL

Erin Lyn Holloway

Texas·CRD #4377471
IA Rep

Investment Adviser Rep at BISON WEALTH, LLC

Experience
12 yrs
States
1
Exams
1
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
EL

Erin Lynn Bradley

Missouri·CRD #5147199
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

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

Erin Lynn Evans

Minnesota·CRD #4837569
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
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EL

Erin Lynn Fischer

Pennsylvania·CRD #7840856
IA Rep

Investment Adviser Rep at INVARIANT INVESTMENT MANAGEMENT

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Flat Fee
View profile
EL

Erin Lynn Vasseur

Louisiana·CRD #4668917
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
EL

Erin Lynn Villamizar

Maryland·CRD #6863158
IA Rep

Investment Adviser Rep at MODERA WEALTH MANAGEMENT, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM / Hourly / Flat Fee
View profile
EM

Erin Margaret Kelly

Connecticut·CRD #2977950
Dual-registered

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

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Erin Margaret Santspree

New York·CRD #5061965
Dual-registered

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

Experience
18 yrs
States
2
Exams
4
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Erin Marie Anderson

Illinois·CRD #7064632
Dual-registered

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

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Erin Marie Fago

New Jersey·CRD #7325471
Dual-registered

Dual-registered at EAGLE WEALTH STRATEGIES

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Other
Minimum
$500k
View profile
EM

Erin Marie Kinney

Nebraska·CRD #5110177
Dual-registered

Dual-registered at ARKFELD WEALTH STRATEGIES, L.L.C.

Experience
20 yrs
States
2
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Erin Marie Mooney

Pennsylvania·CRD #6177372
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
13 yrs
States
1
Exams
3
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EM

Erin Marie Nelsen

California·CRD #5528583
IA Rep

Investment Adviser Rep at ASSET PLANNING, INC

Experience
18 yrs
States
1
Exams
1
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
EM

Erin McCullough Nordloh

Michigan·CRD #5934944
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
14 yrs
States
1
Exams
3
Since
2012
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
EM

Erin M Cleary

Connecticut·CRD #7591428
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
EM

Erin Melissa Finley Lee

Texas·CRD #4261173
Dual-registered

Dual-registered at BOK FINANCIAL PRIVATE WEALTH, INC.

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Erin Michael Goergen

Arizona·CRD #4646127
Dual-registered

Dual-registered at DYNAMIC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
EM

Erin Michele Swanson

Minnesota·CRD #7226727
IA Rep

Investment Adviser Rep at BPS CAPITAL MANAGEMENT, INC.

Experience
6 yrs
States
1
Since
2020
Est. fee
AUM / Flat Fee / Other
Minimum
$1.0M
View profile
EM

Erin Michele Winer

Ohio·CRD #5185967
Dual-registered

Dual-registered at ON INVESTMENT MANAGEMENT CO

Experience
18 yrs
States
1
Exams
4
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
EM

Erin Michelle Kreiger

Ohio·CRD #6042483
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
14 yrs
States
1
Exams
4
Since
2012
Fee
AUM / Other
View profile
EM

Erin Morgan Steele

Montana·CRD #5403866
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EM

Erin Morsch Hall

California·CRD #5895679
Dual-registered

Dual-registered at WELLTH ADVISORY SERVICES, LLC

Experience
15 yrs
States
3
Exams
4
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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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