EF
EF

Erik Robert Flegal

21 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
64 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$107.2M

Fee Structure

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Location

357 N. Shelmore Blvd, Suite 2B, Mount Pleasant, SC, 29464

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2019
Other Business ActivitiesSells Insurance

Erik owns Red Carpet Charleston LLC since 2019, spending a few hours per week on this non-investment related activity. Erik also dedicates about 10% of his time to insurance sales.

Employment History
Current Registrations
Imprint Wealth LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Eudaimonia Partners, LLC
February 2019 - September 2022 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLC
December 2016 - January 2019 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
November 2016 - January 2019 · 2 yrs 2 mos
Morgan Stanley
February 2014 - December 2016 · 2 yrs 10 mos
Morgan StanleyBroker
June 2009 - December 2016 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
November 2003 - June 2009 · 5 yrs 7 mos
State Registrations2 states
SCTX
Advisor
Exams
No exam information available for this advisor.