LE
Lars K. Erickson
EAST BAY EQUITIES LLC
EASTON, MD
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CRD#: 6293237
LE
Professional summary
Lars Kane Erickson is a registered financial advisor currently at EAST BAY EQUITIES LLC located in Easton, Maryland.
Lars is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lars 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.
EAST BAY PLANS LLC; NOT INVESTMENT RELATED; EASTON, MD; HOME PLANS AND JOB SITE CONSULTING FOR NEW CONSTRUCTION; SOLE MEMBER; START FEB. 2021; APPROX HOURS/MONTH: 80-100; APPROX HOURS/MONTH DURING SECURITIES TRADING HOURS: 40-50; HOME PLANS AND JOB SITE CONSULTING FOR NEW CONSTRUCTION, REMODELING, AND ADDITIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Lars Kane 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
February 28, 2014 - Present
EAST BAY EQUITIES LLC
RIA
CRD#: 169822
EASTON, MD
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
Maryland(2/28/2014)
Current Firm
EB
EAST BAY EQUITIES LLC
EAST BAY EQUITIES LLC | ERICKSON, LARS
CRD#: 169822 / SEC#:
Maryland
Registered Investment Advisory firm - (2/28/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Easton, MD
Mailing Address
Phone number
(410) 476-7266
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 1,095,403 |
Red Flags
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