Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Charles Popham is a Chartered Financial Analyst with over 10 years of experience in the financial services industry. Erik is currently registered with Compound Family Offices, LLC in Sarasota, Florida. Erik has been with Compound Family Offices, LLC since October 2018 and previously worked with GenSpring | SunTrust Private Wealth Management in Tampa, Florida. Erik specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers. Erik provides financial services to individuals, high net worth individuals, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/15/2019 - Present
Compound Family Offices, LLC (SARASOTA FL)
Active
Inactive
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