Erik Willanger
Erik Willanger is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 16 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9595 Wilshire Blvd., SUITE 801 and 200, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik owns Provincia Realty LLC, which holds a real estate license, though he does not practice or sell real estate, and he spends minimal time on it. He is also a committee member for Sherman Oaks Presbyterian Church's Mustard Seed Committee, reviewing charities and monitoring church endowment investments, also spending minimal time on this. Erik also helps make major decisions for Voller, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations24 states
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