EH
EH

Erikson Hameline

25 Years of Experience
Burlington, VT
Broker

Erikson Hameline is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, VT, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

40 Main Street, Suite 400, Burlington, VT, 05401

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2016 - Present · 10 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
July 2005 - January 2016 · 10 yrs 6 mos
UBS Financial Services INC.Broker
July 2005 - January 2016 · 10 yrs 6 mos
Morgan Stanley
February 2001 - August 2005 · 4 yrs 6 mos
Morgan Stanley Dw INC.Broker
December 2000 - August 2005 · 4 yrs 8 mos
Dean Witter Reynolds INC.Broker
November 1995 - March 1996 · 4 mos
State Registrations27 states
AKAZCACOCTFLIDILINKSMAMEMIMTNCNHNJNYORPASCTNTXVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.