Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Searl is a financial advisor currently registered with Dimensional Fund Advisors LP. Erin is based in Charlotte, NC and has been in the financial services industry since September 3, 2012. Prior to joining Dimensional Fund Advisors LP, Erin worked for FORESIDE FUND SERVICES, LLC and Penn Capital Management Company, Inc. Erin is a Series 63, 65 and 7 registered representative and also holds the SIE designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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
NC
06/22/2017 - Present
Dimensional Fund Advisors LP (CHARLOTTE NC)
PA
11/09/2015 - 04/03/2017
FORESIDE FUND SERVICES, LLC (Philadelphia PA)
BC
Issued 11/23/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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