Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erika? Claim Your ProfileErika Culwell is a financial advisor with over 23 years of experience in the financial services industry. Erika is a CERTIFIED FINANCIAL PLANNER™ professional. She is currently registered with Wealth Enhancement Advisory Services, LLC. Erika has held previous positions with Raymond James Financial Services, Inc., Mutual Securities, Inc., and Vivid Financial Management, Inc.. Erika has a wide range of experience in providing financial advice to individuals, families, and businesses. Erika is committed to helping her clients achieve their financial goals.
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.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
MN
01/04/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
11/01/2018 - 01/06/2022
MUTUAL SECURITIES, INC. (LOMPOC CA)
CA
03/13/2002 - 10/11/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOMPOC CA)
FL
07/20/1999 - 01/03/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 01/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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