linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lars Kane Erickson

East BAY Equities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lars? Claim Your Profile

About Lars Kane Erickson

Lars Kane Erickson is a registered Investment Advisor Representative with East Bay Equities LLC in Easton, MD. Lars has been in the industry since May 1999. Lars holds a Series 65 license. Lars' firm primarily manages assets for high net worth individuals and other individuals.

Firm Information

Lars Erickson is currently registered with East BAY Equities LLC. East BAY Equities LLC is an investment advisor with one investment advisor representative. The firm manages $1,095,495 in total assets under management, with $1,040,896 for 7 high net worth individuals and $54,599 for 1 individual other than high net worth. East BAY Equities LLC provides portfolio management services for individuals.

$1.10M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lars Erickson’s Registration & Firm History

MD

02/28/2014 - Present

East BAY Equities LLC (EASTON MD)

Not sure if Lars Kane Erickson is right for you?

Licenses & Designations

IA

Issued 06/29/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lars Kane Erickson.
Not sure if Lars Kane Erickson is right for you?