Bryan J. Erickson

EVERSOURCE WEALTH ADVISORS

Redding, CA 96002

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CRD#: 1695524

Professional summary

Bryan John Erickson, who also goes by Bryan J Erickson, is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Redding, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Bryan has worked at 14 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan J Erickson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan John Erickson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 25, 2025 - Present

EVERSOURCE WEALTH ADVISORS, LLC

Office #1: 2155 Larkspur Lane Suite B, Redding, CA 96002

RIA

CRD#: 286340

Redding, CA

Past

June 28, 2022 - December 16, 2024

HARVEST INVESTMENT SERVICES, LLC

RIA

CRD#: 159390

Redding, CA

Past

March 25, 2011 - December 31, 2012

ASHBY FINANCIAL SERVICES

RIA

CRD#: 143700

REDDING, CA

Past

July 17, 2003 - September 28, 2004

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

April 25, 2003 - November 17, 2025

HIGHWAY FINANCIAL NETWORKS

RIA

CRD#: 119524

REDDING, CA

Past

January 6, 2003 - July 16, 2003

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

November 16, 1998 - January 8, 2003

FINANCIAL WEST GROUP

RIA

CRD#: 16668

REDDING, CA

Past

October 12, 1998 - January 8, 2003

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

August 11, 1995 - October 13, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 28, 1995 - August 14, 1995

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

December 16, 1994 - September 27, 1995

FIRST INTERSTATE INVESTMENTS,INC.

CRD#: 17101

Past

June 15, 1994 - December 12, 1994

ASB FINANCIAL SERVICES

CRD#: 24280

IRVINE, CA

Past

October 13, 1993 - June 15, 1994

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

January 24, 1991 - October 28, 1993

CALIFORNIA ONE INVESTMENTS

CRD#: 27037

Past

August 20, 1990 - February 14, 1991

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

CRD#: 16116

Past

July 14, 1987 - August 30, 1990

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERSOURCE WEALTH ADVISORS, LLC

CRD#: 286340 / SEC#: 801-119192

RIA

Registered Investment Advisory firm - (7/29/2020 Approved)

Alabama

Registered Investment Advisory firm - (8/11/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (8/11/2020 Terminated)

Texas

Registered Investment Advisory firm - (8/11/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/25/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/13/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/1990

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/13/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 11/20/1995

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 24

Date: 12/7/1993

General Securities Principal Examination

Current Firm

EVERSOURCE WEALTH ADVISORS, LLC

CRD#: 286340 / SEC#: 801-119192

RIA

Registered Investment Advisory firm - (7/29/2020 Approved)

Alabama

Registered Investment Advisory firm - (8/11/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (8/11/2020 Terminated)

Texas

Registered Investment Advisory firm - (8/11/2020 Terminated)

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Contact information

Main Address

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243

Mailing Address

Phone number

(205) 982-5515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERSOURCE PART 2A (6/5/2025)

EVERSOURCE WRAP FEE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,633
AUM (Assets Under Management)	$ 3,954,297,526

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Bryan J. Erickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan John Erickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERSOURCE WEALTH ADVISORS, LLC

HARVEST INVESTMENT SERVICES, LLC

ASHBY FINANCIAL SERVICES

G. A. REPPLE & COMPANY

HIGHWAY FINANCIAL NETWORKS

CAMBRIDGE INVESTMENT RESEARCH, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ESSEX NATIONAL SECURITIES, LLC

FIRST INTERSTATE INVESTMENTS,INC.

ASB FINANCIAL SERVICES

FINANCIAL WEST GROUP

CALIFORNIA ONE INVESTMENTS

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

EVERSOURCE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/1995

Series 63

Date: 7/13/1987

Series 7

Date: 9/15/1990

Series 6

Date: 7/13/1987

Series 8

Date: 11/20/1995

Series 24

Date: 12/7/1993

Current Firm

EVERSOURCE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERSOURCE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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