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Nora Erickson

13 Years of Experience
Highland, MI
Broker

Nora Erickson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Highland, MI, with 13 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1641 S Milford Rd, Ste C103, Highland, MI, 48357

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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.

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Other Business Activities

Nora provides administrative support to the Branch Manager at Ballard Wealth Group, a support company/DBA. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2013 - Present · 12 yrs 10 mos
Raymond James Financial Services, INC.Broker
January 2013 - Present · 13 yrs 4 mos
State Registrations31 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nora Erickson - Financial Advisor | TrueAdvisor