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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Powis is an investment advisor representative with CLG LLC based in Ukiah, CA. Erin has been in the industry since 2000 and has extensive experience in providing investment advice to individuals and businesses. Erin holds both Series 63 and 65 licenses and is also a registered investment advisor. Erin is a trusted advisor with a proven track record of success. Erin's previous experience includes working with Cetera Advisor Networks LLC, Raymond James Financial Services, Inc., and Charles Schwab & Co., Inc. Erin is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs.
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.
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.
Recurring fee
1
2
CA
05/21/2018 - Present
CLG LLC (Ukiah CA)
CA
05/16/2018 - 12/31/2023
CETERA ADVISOR NETWORKS LLC (LONG BEACH CA)
CA
08/20/2003 - 12/21/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (UKIAH CA)
TX
12/18/2000 - 10/09/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 03/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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