Erik Wallin

from One Charles Private Wealth
SEC regulated
Regulated Investment Advisor
Erik Wallin is a financial advisor based in Massachusetts, Hingham, with 22 years of experience. Erik currently works for One Charles Private Wealth. Erik maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Erik Wallin works at One Charles Private Wealth
One Charles Private Wealth is a financial advisory firm based in Hingham, Massachusetts. It currently has approximately $537,227,092 of assets under management and employs about 5 people. One Charles Private Wealth uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and rev share with affiliate focus treas&credit sol, focus risk sol.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and rev share with affiliate focus treas&credit sol, focus risk sol
Office location
99 Derby Street, Suite 100, Hingham, Massachusetts, 2043

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