TrueAdvisor
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EM
EM

Erica Denise Melissa

Westminster Financial Advisory CORP
29 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningBusiness Owners
Westminster Financial Advisory CORP
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,022 clients
Average Client Portfolio
$606K average
Assets Under Management
$1.2B

Fee Structure

Location

10433 W. Coggins Drive, Sun City, AZ, 85351

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erica works for American Network as an administrator, earning a salary.

Employment History
Current Registrations
Westminster Financial Securities, INC.Broker
April 2009 - Present · 16 yrs 10 mos
Westminster Financial Advisory CORP
September 2008 - Present · 17 yrs 5 mos
Previous Registrations
American Network Securities CORP.Broker
January 1996 - June 2009 · 13 yrs 5 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.