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HE

Howard T. Eriksen

ERIKSEN CAPITAL MANAGEMENT
Custer, WA
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CRD#: 2322255
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Professional summary


Howard Timothy Eriksen, who also goes by Howard Timothy Ericksen, Howard Eriksen, Tim Eriksen, is a registered financial advisor currently at ERIKSEN CAPITAL MANAGEMENT located in Custer, Washington.

Howard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Howard has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Howard Timothy Ericksen | Howard Eriksen | Tim Eriksen

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.
Solitron Devices Inc. 3301 Electronics Way West Palm Beach, FL 33407 Position: CEO (part-time)/Interim CFO since July 2016 Time Commitment: 20-40 hours per month Nature: Semiconductors/Electronics

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Howard Timothy Eriksen'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®
None

Experience


Current

March 21, 2006 - Present

ERIKSEN CAPITAL MANAGEMENT

RIA
CRD#: 138089
Custer, WA
Past

February 3, 1994 - August 17, 1995

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

March 1, 1993 - April 2, 1993

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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
(6/20/2007)
IAR
Washington
(3/21/2006)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/20/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


EC
ERIKSEN CAPITAL MANAGEMENT
ERIKSEN CAPITAL MANAGEMENT | ERIKSEN CAPITAL MANAGEMENT LLC

CRD#: 138089 / SEC#:

California
Registered Investment Advisory firm - (6/20/2007 Approved)
Washington
Registered Investment Advisory firm - (3/21/2006 Approved)
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Contact information


Main Address
Custer, WA
Mailing Address
Phone number
(360) 354-3331
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 35,880,000

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.

Company Information


ERIKSEN CAPITAL MANAGEMENT

CRD#: 138089Custer, WA

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