EA
CFP
EA
CFP

Erin Ansalvish

14 Years of Experience
Owings Mills, MD
BrokerSells Insurance

Erin Ansalvish is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 14 years of industry experience.

Location

10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117

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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 ActivitiesSells Insurance

Erin is a Senior Wealth Advisor at The Prosperity Consulting Group, LLC, dedicating nearly full-time hours to wealth management services. Erin also works as an insurance agent, spending about 10-20% of her time running quotes, preparing illustrations, and putting together applications.

Employment History
Current Registrations
Dai Securities, LLCBroker
June 2023 - Present · 2 yrs 10 mos
Prosperity - an Eisneramper Company
August 2013 - Present · 12 yrs 8 mos
Previous Registrations
Eisneramper Wealth Management & Corporate Benefits, LLC
February 2023 - February 2023 · 0 mos
Triad Advisors LLCBroker
December 2011 - June 2023 · 11 yrs 6 mos
1st Global Capital CORP.Broker
April 2011 - December 2011 · 8 mos
State Registrations1 state
MD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Erin Ansalvish - Financial Advisor | TrueAdvisor