Advisor at East Bay Equities LLC
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Lars Erickson is a Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at East Bay Equities LLC, where he has worked since 2013. In addition to his advisory role, Erickson operates East Bay Plans LLC, providing home plans and job site consulting for new construction and remodeling projects. East Bay Equities LLC offers discretionary portfolio management to individual and high-net-worth clients, primarily focusing on short-term equities trading alongside asset allocation and personalized investment policies. The firm employs technical analysis and a combination of long- and short-term trading strategies, including short sales and margin transactions, managing accounts under discretionary authority with regular reviews and reporting.
Less than $1,000,000 - $999,999: 2.00% annually $1,000,001+: 1.50% annually
Easton, MD
Maryland
East Bay Plans LLC
2021 - Present (5 years)
East Bay Equities LLC
2013 - Present (13 years)
East Bay Construction Services LLC
2004 - 2021 (17 years)
Self Employed-Trader
1999 - 2020 (21 years)
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