Erika Pape is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Higganum, CT, with 9 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

26 Killingworth Road, Higganum, CT, 06441

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Erika is an associate/employee at Liberty Bank since 2019, working as a financial advisor representative providing financial planning and securities solutions. She also provides financial advising and investment management services, dedicating a significant amount of time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Key Investment Services LLCBroker
October 2018 - June 2019 · 8 mos
Essex Financial Services, INC.
July 2017 - January 2018 · 6 mos
Essex Financial Services, INC.Broker
May 2016 - January 2018 · 1 yr 8 mos
State Registrations14 states
CTFLILMAMENCNJNMOHPARISCTNWA
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.