William David Erskine

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2019 → 02/2022
  T. Rowe Price
  Owings Mills, MD
• 07/2017 → 12/2018
  Atlantic Financial, Inc.
  Beltsville, MD
• 07/2015 → 07/2017
  Newday Usa
  Fulton, MD
• 05/2019 → 10/2021
  Preferred Home Loans, Inc.
  Baltimore, MD
• 02/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2020-11-09 → 2022-02-28
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2020-11-06
• S63 Uniform Securities Agent State Law Examination
  2019-09-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant