Erick Carlos Location
Dallas, TX, US
Erick Carlos Work
- 2023 - now Adjunct Instructor @ Southern Methodist University
- 2019 - now CERTIFIED FINANCIAL PLANNER™ Professional @ Texas Private Wealth Advisors
- 2017 - 2019 Certified Financial Planner @ VisionPoint Advisory Group
- 2014 - 2017 Financial Advisor @ Wells Fargo Advisors LLC
- 2007 - 2014 Private Banker @ Wells Fargo
- 2003 - 2007 Insurance and Financial Agent @ State Farm
Erick Carlos Education
- Southern Methodist University
(Financial Planning and Services)
2016 - 2017 - Webster University
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2010 - 2013 - Park University
Bachelor of Science (B.S.) (Business Administration and Management, General)
2006 - 2010
Erick Carlos Summary
Erick Carlos, based in Dallas, TX, US, is currently a Adjunct Instructor at Southern Methodist University. Erick Carlos brings experience from previous roles at Texas Private Wealth Advisors, VisionPoint Advisory Group, Wells Fargo Advisors LLC and Wells Fargo. Erick Carlos holds a 2016 - 2017 Southern Methodist University. Erick Carlos has 2 emails on RocketReach.
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