Eric Platt (CRD# 5737036) is an Investment Advisor Representative working at Empower Capital Management, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Financial Services, Inc. | Greenwood Village, CO | Dec 2022 - Current | 1 |
| Global Portfolio Strategies, Inc. | Hartford, CT | Mar 2018 - Current | 6 |
| Empower | Hartford, CT | Apr 2022 - Dec 2022 | < 1 |
| Prudential Investment Management Services, LLC | Hartford, CT | Mar 2018 - Dec 2022 | 4 |
| Prudential Insurance Company Of America | Hartford, CT | Mar 2018 - Mar 2022 | 4 |
| Barings, LLC | Springfield, MA | Jul 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
- CT
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Total Assets Under Management64,881MILLIONS
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Total Number of Accounts154ACCOUNTS
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Average Account Value$421,302,134
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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