EH
Erik O. Halvorsen
MY ADVISORS
PORTOLA HILLS, CA 92679
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CRD#: 5011239
EH
Professional summary
Erik Olav Halvorsen is a registered financial advisor currently at MY ADVISORS, LLC located in Portola Hills, California.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Erik has worked at 1 firm and has passed the Series 65 exam.
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.
AT MY ADVISORS, LLC, 32052 VIA BUHO, COTO DE CAZA, CA, 92679, I AM THE CEO AND I OFFER SOME NON INVESTMENT-RELATED MANAGEMENT AND EDUCATION ADVISING. I BEGAN THAT IN MARCH, 2012, AND THOSE BUSINESS ACTIVITIES ARE GENERALLY LIMITED TO LESS THAN FORTY HOURS PER MONTH THAT ARE OUTSIDE OF TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Olav Halvorsen'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
November 14, 2013 - Present
MY ADVISORS, LLC
Office #1: 19581 Dorado Dr., Portola Hills, CA 92679RIA
CRD#: 135863
PORTOLA 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(11/14/2013)
Current Firm
MA
MY ADVISORS, LLC
HALVORSEN, ERIK OLAV | MY ADVISORS, LLC
CRD#: 135863 / SEC#:
California
Registered Investment Advisory firm - (1/1/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19581 Dorado Dr., Portola Hills, CA 92679
Mailing Address
Phone number
(949) 280-1118
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 106,226 |
Red Flags
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