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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Wesley Podwill is an Investment Advisor Representative associated with Canterbury Consulting Inc. Erick is a Series 65 licensed advisor and has been in the industry since 2014. Erick has experience with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Erick provides a variety of advisory services, including portfolio management, financial planning, and selection of other advisers. Canterbury Consulting Inc. is headquartered in Newport Beach, CA and also has a location in Lakewood, CO.
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.
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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CA
01/01/2025 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
IA
Issued 12/18/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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