AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
ED

Eric Dean Martz

Illinois·CRD #874337
Dual-registered

Dual-registered at IP FINANCIAL ADVISORY SERVICES LLC

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$25k
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ED

Eric Dean Wagner

Florida·CRD #1839235
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
3
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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ED

Eric Dennis Tereo

Maryland·CRD #7693505
Dual-registered

Dual-registered at TURNING POINT FINANCIAL

Experience
3 yrs
States
2
Exams
3
Since
2023
Fee
AUM / Hourly / Flat Fee
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ED

Eric D Gibson

Minnesota·CRD #4649414
Dual-registered

Dual-registered at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Other
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ED

Eric D. Goldstein

Connecticut·CRD #4775321
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
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ED

Eric Dixon Loaiza

California·CRD #3089775
Dual-registered

Dual-registered at USA FINANCIAL SECURITIES LLC

Experience
27 yrs
States
1
Exams
7
Since
1999
Est. fee
AUM / Commission / Hourly / Flat Fee
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ED

Eric Dolan

New York·CRD #5937108
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
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ED

Eric Domingo Dellamico

Florida·CRD #6942427
Dual-registered

Dual-registered at BCI SECURITIES, INC.

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Flat Fee
Minimum
$250k
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ED

Eric Donald Dufour

New Hampshire·CRD #6267981
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
2
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
ED

Eric Donald Forward

California·CRD #4418873
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
3
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
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ED

Eric Donald Peterson

Pennsylvania·CRD #1697960
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
39 yrs
States
2
Exams
4
Since
1987
Est. fee
AUM / Flat Fee
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ED

Eric Dong

Ohio·CRD #5778969
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
15 yrs
States
1
Exams
4
Since
2011
Fee
AUM / Other
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ED

Eric Donner

Florida·CRD #1633713
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
38 yrs
States
1
Exams
4
Since
1988
Fee
AUM / Hourly / Flat Fee / Other
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ED

Eric Douglas Henry

North Carolina·CRD #6823598
Dual-registered

Dual-registered at BANKERS LIFE ADVISORY SERVICES, INC.

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Other
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ED

Eric Douglas King

Oregon·CRD #4852517
Dual-registered

Dual-registered at THE AMERIFLEX GROUP

Experience
22 yrs
States
2
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
View profile
ED

Eric Douglas Sanders

Nebraska·CRD #4668145
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Flat Fee / Performance-based
View profile
ED

Eric D Tollefson

Idaho·CRD #5196607
Dual-registered

Dual-registered at SEI INVESTMENTS MANAGEMENT CORP

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
ED

Eric Duranta Bailey

District Of Columbia·CRD #1279349
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
42 yrs
States
5
Exams
5
Since
1984
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EE

Eric E Britton

Pennsylvania·CRD #5069139
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EE

Eric Edward Conner

California·CRD #7199646
IA Rep

Investment Adviser Rep at LIDO

Experience
1 yrs
States
4
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
EE

Eric Edward Haas

Michigan·CRD #4602909
IA Rep

Investment Adviser Rep at PRUFID FINANCIAL ADVISORS LLC

Experience
16 yrs
States
1
Exams
1
Since
2010
Est. fee
AUM
Minimum
$3.0M
View profile
EE

Eric Edward Johnson

California·CRD #6308744
IA Rep

Investment Adviser Rep at TRILOGY CAPITAL, INC.

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
EE

Eric Edward Larson

Michigan·CRD #6571531
IA Rep

Investment Adviser Rep at SIGMA INVESTMENT COUNSELORS

Experience
9 yrs
States
2
Exams
1
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
EE

Eric Edward Maki

Oregon·CRD #2790139
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
9 yrs
States
2
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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