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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ervie? Claim Your ProfileErvie Don Houston is a financial advisor with LPL Financial LLC. Ervie Don Houston has been in the financial services industry since July 2008. Ervie Don Houston is currently registered with FINRA and the states of Texas and Washington. Ervie Don Houston has also been previously registered with Cambridge Investment Research, Inc., Cetera Investment Services LLC, and Edward Jones. Ervie Don Houston specializes in providing financial advice to high net worth individuals, corporations, charitable organizations, pension plans, and individuals. Ervie Don Houston offers a range of services, including financial planning, portfolio management, and consulting. Ervie Don Houston is located in Vancouver, Washington and works out of the LPL Financial LLC branch office in Tigard, Oregon.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
03/06/2020 - Present
LPL Financial LLC (VANCOUVER WA)
WA
05/01/2015 - 03/20/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (VANCOUVER WA)
WA
08/27/2012 - 05/01/2015
CETERA INVESTMENT SERVICES LLC (VANCOUVER WA)
WA
07/16/2008 - 08/30/2012
EDWARD JONES (VANCOUVER WA)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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