Erik Selness
Erik Selness is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1100 Peachtree Street Ne, Suite 325, Atlanta, GA, 30309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik works as a financial advisor for Dogwood Wealth Advisors, dedicating about half of his time to this role. He also serves on the finance/investment committee for First Presbyterian Church of Highlands, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 states
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