Unclaimed
Erin Alkire is a financial advisor with HUB Investment Partners, LLC, a firm with approximately $1 billion to $10 billion in assets under management. Erin is registered as an Investment Advisor Representative in Texas and Virginia. Erin specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Erin has a series 65, Series 7, and SIE license and is 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.
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2
VA
01/23/2025 - Present
HUB Investment Partners, LLC (Glen Allen VA)
VA
10/11/2018 - 11/27/2018
COMMONWEALTH FINANCIAL NETWORK (Richmond VA)
IA
Issued 05/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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