Erik Gullickson
Erik Gullickson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake in the Hills, IL, 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
8195 Pyott Rd, Lake in the Hills, IL, 60156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik is a partner, bookkeeper, and officer at FLP Tax Services Inc, and also owns Gullickson Tax Services, both focused on tax preparation. He is also an independent contractor as a financial advisor at Summit Wealth Strategies, dedicating over half his time to this role, and serves on the board and finance committee of The Conservation Foundation.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations23 states
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