Erik Blaine Tarpley
Investment adviser representative at Advice and Planning Services
19 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJan 2024 to now
- TIAANov 2023 to now
- Vanguard Advisers, Inc.Jul 2021 to Nov 2023
- Vanguard Marketing CorporationJul 2021 to Nov 2023
- E*trade Capital Management LLCNov 2020 to Jul 2021
- E*trade Securities LLCNov 2020 to Jul 2021
- Harrisdirect LLCNov 2020 to Jul 2021
- TD Ameritrade Investment Management, LLCApr 2018 to Nov 2020
- TD Ameritrade, Inc.Dec 2017 to Nov 2020
- Harrisdirect LLCMay 2011 to Dec 2017
- E*trade Capital Management LLCOct 2007 to Dec 2017
- E*trade Securities LLCOct 2007 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 5295996
- Firm CRD
- 20472