Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Robert Dodds is a licensed insurance agent and owner of Crown Wealth Management, LLC. He is registered with the Securities and Exchange Commission and has been in the industry since 2004. He has a strong background in financial planning and portfolio management, and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Erik is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. He holds Series 7, 6, 63, and 65 licenses and has passed the Securities Industry Essentials (SIE) exam. His current firm is CRG Wealth, LLC, and he also owns and manages Canyon Ridge Group, LLC, an insurance and marketing agency.
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.
Personalized portfolio management to meet individual financial objectives.
On-going financial planning/ financial coaching
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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NV
09/06/2019 - Present
CRG Wealth, LLC (LAS VEGAS NV)
NV
10/05/2017 - 05/28/2019
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (Henderson NV)
NV
01/15/2016 - 10/13/2017
J.W. COLE FINANCIAL, INC. (Las Vegas NV)
NV
05/29/2014 - 01/15/2016
SECURITIES AMERICA, INC. (LAS VEGAS NV)
NV
03/23/2012 - 06/06/2014
INNOVATION PARTNERS LLC (LAS VEGAS NV)
NY
07/28/2010 - 10/01/2010
HAZARD & SIEGEL, INC. (DEWITT NY)
NV
02/06/2008 - 04/15/2010
WORLD CAPITAL BROKERAGE, INC. (LAS VEGAS NV)
PA
01/23/2006 - 02/01/2008
FORTUNE FINANCIAL SERVICES, INC. (NEW BRIGHTON PA)
OH
06/15/2001 - 12/21/2001
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IA
Issued 11/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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