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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Bjorvik is a registered investment advisor representative with LRI Investments. Erik has been working in the financial services industry since 1992. Erik is licensed in Oregon and Pennsylvania. LRI Investments provides financial planning, portfolio management services to individuals, pension consulting and financial planning for businesses.
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.
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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FL
06/11/2024 - Present
LRI Investments (PALM BEACH GARDENS FL)
OR
05/21/1999 - 03/19/2002
PACIFIC CREST SECURITIES INC. (PORTLAND OR)
NJ
07/09/1992 - 08/25/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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