W. curtis Erickson

from Fortis Capital Management LLC
SEC regulated
Regulated Investment Advisor
W. curtis Erickson is a financial advisor based in Washington, Bellevue, with 24 years of experience. W. curtis currently works for Fortis Capital Management LLC. W. curtis 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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W. curtis Erickson works at Fortis Capital Management LLC
Fortis Capital Management LLC is a financial advisory firm based in Bellevue, Washington. It currently has approximately $432,967,476 of assets under management and employs about 10 people. Fortis Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and net worth based percentage of value.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, performance-based fees and net worth based percentage of value
Office location
3600 136th Pl Se, Suite 270, Bellevue, Washington, 98006

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