BE
Bryan J. Erickson
HIGHWAY FINANCIAL NETWORKS
Redding, CA 96002
Some features on this profile are disabled
CRD#: 1695524
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Professional summary
Bryan John Erickson, who also goes by Bryan J Erickson, is a registered financial advisor currently at HIGHWAY FINANCIAL NETWORKS located in Redding, California and 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.
(1) Business Name: LPG INSURANCE SERVICES, INC.; Investment Related?: Yes; Address: 2155 LARKSPUR LANE, SUITE B, REDDING, CA 96002; Nature of Business: SALE OF INSURANCE PRODUCTS; Position: CEO/PRESIDENT/INSURANCE AGENT; Start Date: MAY 2002; Approximate Hours Per Month: 10; Approximate Hours During Trading: 5; Duties: OVERSEEING INSURANCE ACTIVITIES; (2) Business Name: LICENSED INSURANCE AGENT; Investment Related?: YES; Address: 2155 LARKSPUR LANE, SUITE B, REDDING, CA 96002; Nature of Business: SELLING NON-VARIABLE INSURANCE PRODUCTS; Position: INDPENDENT INSURANCE AGENT; Start Date: JULY 1987; Approximate Hours Per Month: 5; During Trading: 5; Duties: LIFE INSURANCE SALES FOR COMMISSIONED INSURANCE PRODUCTS (3) Business Name: HIGHWAY FINANCIAL NETWORKS; Investment Related?: YES; Address: 2155 LARKSPUR LANE, SUITE B, REDDING, CA 96002; Nature of Business: RIA; Position: CHIEF EXECUTIVE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE; Start Date: OCTOBER 2007; Approximate Hours Per Month: 20; Approximate Hours During Trading: 10; Duties: SERVE AS IAR WHILE TRANSITIONING BUSINESS/CLIENTS TO EVERSOURCE AND WITHDRAWING THE RIA REGISTRATION.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan John Erickson's 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®
NoneExperience
Current
April 25, 2003 - Present
HIGHWAY FINANCIAL NETWORKS
Office #1: 2155 Larkspur Lane Suite B, Redding, CA 96002RIA
CRD#: 119524
Redding, CA
Current
August 25, 2025 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 2155 Larkspur Lane Suite B, Redding, CA 96002RIA
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
BD
CRD#: 17486
CASSELBERRY, FL
Past
January 6, 2003 - July 16, 2003
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
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
BD
CRD#: 16668
RENO, NV
Past
August 11, 1995 - October 13, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
March 28, 1995 - August 14, 1995
ESSEX NATIONAL SECURITIES, LLC
BD
CRD#: 25454
NAPA, CA
Past
December 16, 1994 - September 27, 1995
FIRST INTERSTATE INVESTMENTS,INC.
BD
CRD#: 17101
Past
June 15, 1994 - December 12, 1994
ASB FINANCIAL SERVICES
BD
CRD#: 24280
IRVINE, CA
Past
October 13, 1993 - June 15, 1994
FINANCIAL WEST GROUP
BD
CRD#: 16668
RENO, NV
Past
January 24, 1991 - October 28, 1993
CALIFORNIA ONE INVESTMENTS
BD
CRD#: 27037
Past
August 20, 1990 - February 14, 1991
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
BD
CRD#: 16116
Past
July 14, 1987 - August 30, 1990
PFS INVESTMENTS INC.
BD
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".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
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)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(4/25/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/20/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
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)Upgrade to AdvisorCheck Premium
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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
76
SEC notice filing (42 States and Territories)
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.
