SourcingSourcing

WALLIN, ERIK, RANDALL

C19
IAR CRD 4406538·Industry start 2004-07-12

Identity

Legal name
WALLIN, ERIK, RANDALL
CRD
4406538
NPN
—

Career

Previous employments
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED2004-07-13
ONE CHARLES PRIVATE WEALTH, LLC2015-11-24
Current branches
PURSHE KAPLAN STERLING INVESTMENTS
ONE CHARLES PRIVATE WEALTH
Designations
—
Education
—

BrokerCheck signals

Industry start
2004-07-12
Est. age
44
Age confidence
—
Est. birth year
1982
BC active
Yes
IA active
Yes
Disclosures
Yes
Private residence
No

Firm affiliations

1
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
IAR · Executive Officer · 2.5% ownership
CRD 286635