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Bjorn K. Borgen

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CRD#: 26190
BB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bjorn Krogh Borgen, who also goes by Aka Erik Borgen, Erik Borgen, was a registered financial professional .

Bjorn is a previously registered financial professional and started their career in finance in 1971. Bjorn had worked at 3 firms and has passed the Series 63 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Aka Erik Borgen | Erik Borgen

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 1, 1998 - May 5, 1998

FOUNDERS ASSET MANAGEMENT LLC

BD
CRD#: 44645
DENVER, CO
Past

May 12, 1971 - December 3, 1976

FOUNDERS SECURITIES CORP.

BD
CRD#: 5765
Past

May 4, 1971 - April 1, 1998

FOUNDERS ASSET MANAGEMENT, INC.

BD
CRD#: 323
DENVER, CO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/23/1984
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
RR
Series 00
Date: 4/28/1971
General Securities Principal Examination

Current Firm


FA
FOUNDERS ASSET MANAGEMENT LLC
CORNICE ACQUISITION COMPANY, LLC | FOUNDERS ASSET MANAGEMENT LLC

CRD#: 44645 / SEC#: , 8-50761

BD
Terminated by SEC on 11/02/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/26/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CORNICE HOLDING COMPANY, INC.SHAREHOLDER
BYERS, STEPHEN ROBERTMEMBER, BOARD OF MANAGERS1625411
CANTER, STEPHEN EDWARDCHAIRMAN, BOARD OF MANAGERS1837432
CHRISTOFFERSEN, KENNETH ROSSSENIOR VICE PRESIDENT - LEGAL, SECRETARY AND GENERAL COUNSEL2340913
CONTILLO, GREGORY PAULMEMBER, BOARD OF MANAGERS714248
GAFFNEY, FRANCIS PETERSENIOR VICE PRESIDENT - OPERATIONS2259463
MILLARD, MICHAEL GERARDMEMBER, BOARD OF MANAGERS722703
RAY, DAVID LAMARSENIOR VICE PRESIDENT - ADMINISTRATION1535579
SABO, RICHARD WALTERPRESIDENT AND CHIEF EXECUTIVE OFFICER, MEMBER, BOARD OF MANAGERS1031155
SAMPSON, RICHARD ALBERTSR. VP, MEMBER, BOARD OF MANAGERS717356

Disclosures


Regulatory Event4

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


FOUNDERS ASSET MANAGEMENT LLC

CRD#: 44645

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