Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Blomgren is an Investment Advisor Representative at Captrust. Erica is registered with the state of North Carolina. Erica has been in the industry since June 2014 and previously worked at Shearlink Capital. Erica holds a Series 65 license. Erica's firm provides financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm has approximately $852 billion in regulatory assets under management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
09/30/2020 - Present
Captrust (RALEIGH NC)
IA
Issued 09/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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