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EH

Eric D. Henrickson

SOLOMON AND ASSOCIATES LLC
Irvine, CA
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CRD#: 2654413
EH

Professional summary


Eric Dana Henrickson is a registered financial advisor currently at SOLOMON AND ASSOCIATES LLC located in Irvine, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Eric has worked at 6 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 53, Series 4, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
ARGOSY UNIVERSITY PROFESSOR SANTA ANA, CA EFFECTIVE 10/2010 16 HOURS PER MONTH BUILD AMERICA MANAGEMENT COMPANY 2361 CAMPUS DR. SUITE 101 IRVINE, CA 90712 PRESIDENT EFFECTIVE: 11/2012 50 HOURS PER MONTH/3 HOURS DURING MARKET HOURS BUSINESS DEVELOPMENT & OPERATIONS INVESTMENT RELATED AIC-Insure America LLC 725 NW Kingwood Redmond, OR 97756 Insurance Agency LLC Member 12/2020 start date to Present 1 hours per month 0 hours during securities trading hours Not investment related

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Dana Henrickson'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

August 18, 2021 - Present

SOLOMON AND ASSOCIATES LLC

RIA
CRD#: 311975
Irvine, CA
Past

February 28, 2011 - December 21, 2012

EQUINOX SECURITIES, INC.

BD
CRD#: 145790
IRVINE, CA
Past

May 2, 2009 - June 19, 2009

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
IRVINE, CA
Past

May 2, 2009 - June 19, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
IRVINE, CA
Past

December 17, 2003 - May 2, 2009

WAMU INVESTMENTS, INC.

RIA
CRD#: 599
IRVINE, CA
Past

May 15, 2002 - May 2, 2009

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

May 22, 1996 - May 10, 2002

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

August 28, 1995 - December 17, 1995

SPECTRUM SECURITIES, INC.

BD
CRD#: 29305
AROURA HILLS, CA

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
(8/30/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/18/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 4/17/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SA
SOLOMON AND ASSOCIATES LLC
SOLOMON AND ASSOCIATES | SOLOMON AND ASSOCIATES, LLC | SOLOMON AND ASSOCIATES LLC | SOLOMON AND ASSOCIATES INVESTMENT ADVISORS

CRD#: 311975 / SEC#:

California
Registered Investment Advisory firm - (8/30/2021 Approved)
Oregon
Registered Investment Advisory firm - (6/6/2025 Terminated)
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Contact information


Main Address
Irvine, CA
Mailing Address
Phone number
(541) 362-1624
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts34
AUM (Assets Under Management)$ 10,783,406

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


SOLOMON AND ASSOCIATES LLC

CRD#: 311975Irvine, CA

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