Unclaimed Profile

Erika Lee Bateman

INSPIRION WEALTH ADVISORS, LLC·LIBERTYVILLE, Illinois

Series 7, Series 63, Series 66Clean record19 years registeredINSPIRION WEALTH ADVISORS, LLC

900 TECHNOLOGY WAY, LIBERTYVILLE, IL 60048CRD# 4813330Firm CRD# 165174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erika Lee Bateman · LIBERTYVILLE, IL

Registration

CRD #4813330 · INSPIRION WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

INSPIRION WEALTH ADVISORS, LLC

Nov 2014 – present

STRATEGIC ADVISERS, INC.

Dec 2011 – Aug 2014

HIGHLAND PARK, IL

STRATEGIC ADVISERS, INC.

Oct 2006 – Jan 2011

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · October 27, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSPIRION WEALTH ADVISORS, LLC

CRD 165174 · SEC 801-77181

AUM

$1.1B

Regulatory assets under management

Employees

2,567 client accounts

Services offered by INSPIRION WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSPIRION WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Erika Lee Bateman offer?

Erika Lee Bateman specializes in Financial Planning, Investment Management. Contact their office in LIBERTYVILLE, Illinois for a consultation.

What are Erika Lee Bateman's credentials?

Erika Lee Bateman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erika Lee Bateman located?

Erika Lee Bateman is based in LIBERTYVILLE, Illinois, working with INSPIRION WEALTH ADVISORS, LLC. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.

How does Erika Lee Bateman charge for services?

Erika Lee Bateman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSPIRION WEALTH ADVISORS, LLC?

INSPIRION WEALTH ADVISORS, LLC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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