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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Eastwood Erickson is a financial advisor with Independent Advisor Alliance, LLC, located in Lexington, KY. Christian has been in the financial services industry since 1993. Christian has a wide range of experience in the financial services industry, having worked for a number of different firms. Christian is a licensed investment advisor in Kentucky and Texas. Christian specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. Christian is dedicated to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KY
03/26/2019 - Present
Independent Advisor Alliance, LLC (Lexington KY)
KY
04/09/2012 - 08/09/2022
LPL FINANCIAL LLC (LEXINGTON KY)
NJ
09/16/2009 - 04/24/2012
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
KY
06/01/2009 - 08/19/2009
MORGAN STANLEY SMITH BARNEY (LEXINGTON KY)
KY
11/17/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LEXINGTON KY)
NJ
08/14/2000 - 12/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/22/1993 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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