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Erin Altan Erdil

Investment adviser representative at Saxon Financial Group
19 yearsExperience
1 stateRegistered in
$679.1MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Saxon Financial GroupFeb 2021 to now
  2. Saxon Interests, Inc.Feb 2021 to now
  3. Raymond James Financial Services Advisors, IncJan 2009 to now
  4. Erdil Financial Group, Inc.May 2007 to now
  5. Raymond James Financial Services, Inc.Apr 2007 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 1 state (TX).

Saxon Financial Group

Legal name: Saxon Interests, Inc.

$679.1MAssets managed
509Clients
15Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2799598
Firm CRD
311687
Advisor's SEC record (opens in a new tab)
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