EN
EN

Erica Gail Nortman

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
139 clients
Average Client Portfolio
$982K average
Assets Under Management
$136.5M

Fee Structure

Minimum Investment:None
Loading...

Location

1500 NW Bethany Blvd., Suite 200, Beaverton, OR, 97006

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 →
Other Business Activities

Erica is a member of Cannon Beach Haus, LLC, managing a vacation rental property for about half her time. She is also CFO and Integrator for Executive Tax Advisors, LLC, dedicating about a quarter of her time outside trading hours to income tax preparation and tax planning services.

Employment History
Current Registrations
Capitol Family Office, INC.
February 2021 - Present · 5 yrs
Previous Registrations
Financial Advocates Investment Management
March 2013 - April 2021 · 8 yrs 1 mo
LPL Financial LLC
August 2011 - May 2013 · 1 yr 9 mos
LPL Financial LLCBroker
August 2011 - March 2020 · 8 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 2008 - August 2011 · 2 yrs 11 mos
State Registrations2 states
ORWA
Advisor
Exams
No exam information available for this advisor.