Eric Mesko (CRD# 4744506) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Aug 2019 - Current | 4 |
| Triad Hybrid Solutions | Norcross, GA | Aug 2019 - Current | 4 |
| Lpl Financial, LLC | South Barrington, IL | Jul 2017 - Aug 2019 | 2 |
| Sequoia Wealth Management, LLC | South Barrington, IL | Jul 2017 - Aug 2019 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Warrenville, IL | May 2009 - Jun 2017 | 8 |
| Waddell & Reed, Inc. | Lisle, IL | May 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- FL
- IL
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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