Erik Little
Erik Little is a registered investment advisor at Boon Investment Group, INC., based in Austin, TX, with 25 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 100 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6300 Bridgepoint Pkwy, Bldg 3 - Suite 200, Austin, TX, 78730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erik works in the retirement division of The Boon Group, providing administrative support related to qualified retirement plans, insurance, and investment advisory services. This takes nearly full-time hours.
Employment History
Current Registrations
Boon Investment Group, INC.
Previous Registrations
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Boon Investment Group, INC.
Resource Horizons Group LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Financial Network Investment Corporation
Swbc Wealth Management
Financial Network Investment CorporationBroker
Diversified Investors Securities CORP.Broker
Transamerica Securities Sales CorporationBroker
Alex. Brown & Sons IncorporatedBroker
Sunamerica Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.