Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Russell is a financial advisor with Corient. Erik is registered with the state of Texas as an Investment Advisor Representative. Erik holds the Series 7, Series 63 and the SIE licenses. Erik has been in the industry since 2014. Before joining Corient, Erik worked as a Financial Advisor at Frost Brokerage Services, Inc. Erik has a strong background in providing financial planning and wealth management services to individuals, businesses, and institutions. Erik also has a background in providing portfolio management for a wide range of clients, including high net worth individuals, corporations, and pooled investment vehicles. Erik has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Erik is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
% of assets under advisement
1
2
TX
08/10/2024 - Present
Corient (Dallas TX)
TX
03/15/2021 - 09/30/2021
FROST BROKERAGE SERVICES, INC. (DALLAS TX)
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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