Erica Lynne Mccain

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Mccain & Associates Of Ohio
  Whellersburg, OH
• 10/2010 → 02/2018
  Questar Capital Corporation
  Minneapolis, MN
• 11/2010 → 01/2018
  Questar Asset Management
  Minneapolis, MN
• 01/2018 → 04/2020
  Fusion Capital Management
  Coppell, TX
• 04/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2018-01-18 → 2020-04-27
  Coppell Advisory Solutions Llc
  Wheelersburg, OH
  Wheelersburg, OH
• 2016-03-29 → 2018-03-28
  Questar Asset Management, Inc.
  Wheelersburg, OH
  Minneapolis, MN

Other Businesses

1.) MCCAIN & ASSOCIATES OF OHIO, LLC; YES INVESTMENT RELATED; 8364 HAYSPORT ROAD, WHEELERSBURG, OH 45694; INSURANCE SALES; OWNER; START DATE 01/2007; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ERICA MCCAIN; NOT INVESTMENT RELATED; 42 JACOB DR, WHEELERSBURG, OH 45694; PUBLICATION - TITLE: LADIES WITH LOOT; AUTHOR; START DATE 07/2015; APPROX 1 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; COLLECT ROYALTIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-12

Other Names

• Erica Lynne Adkins