Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Scudder is a financial advisor with over 17 years of experience in the industry. He has worked with Lincoln Financial Advisors and Ameriprise Financial Services. He is currently registered as a Registered Representative and Investment Advisor Representative with Integrated Wealth Concepts LLC. Erik Scudder provides financial planning, pension consulting, selection of other advisers, portfolio management for individuals, and portfolio management for businesses. He is also a Registered Representative with LPL Financial. Erik Scudder is licensed in several states including Virginia, Texas, California, Colorado, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Michigan, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Washington and West Virginia.
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.
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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VA
10/28/2016 - Present
Integrated Wealth Concepts LLC (Fairfax VA)
VA
11/15/2013 - 10/31/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FAIRFAX VA)
VA
07/26/2006 - 11/19/2013
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
BOTH
Issued 08/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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