Erik Truxal
Erik Truxal is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Roseville, CA, with 12 years of industry experience. Erik is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
915 Highland Pointe Dr, Suite 150, Roseville, CA, 95678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Erik is the owner of Truxal Wealth Management, a financial services business, dedicating full-time hours to it. He also works as an agent for fixed insurance sales, spending a few hours per week, and owns 50% of P/E Strategies, partnering with another financial advisor, spending about 10-20% of his time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations10 states
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
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