Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Somerville is an investment advisor representative with Independent Financial Partners, based in Hockessin, DE. Erik has been in the industry since 2013. Erik provides financial planning, pension consulting, and educational seminars to individuals and businesses. Erik is also a registered investment advisor in Delaware. Erik has a Series 65 license and has experience with various investment products and services.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
DE
08/23/2024 - Present
Independent Financial Partners (Hockessin DE)
IA
Issued 12/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Erik Somerville is the right advisor for you? Invested Better is here to help.
