Eric Handis (CRD# 2399280) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 29 years of experience in the finance industry. Eric Handis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Current | 1 |
| Personal Capital Advisors Corporation | Boca Raton, FL | Apr 2021 - Current | 3 |
| Penn Mutual Life Insurance Co | Horsham, PA | May 2019 - Apr 2021 | 1 |
| Hornor Townsend & Kent Inc. | Horsham, PA | May 2019 - Apr 2021 | 1 |
| Unemployed | Boca Raton, FL | Dec 2018 - May 2019 | < 1 |
| Comerica Securities, Inc. | Boca Rotan, FL | Oct 2017 - Dec 2018 | 1 |
| Comerica Bank | Boca Rotan, FL | Oct 2017 - Dec 2018 | 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Sep 2017 - Sep 2017 | < 1 |
| Cetera Investment Advisors LLC | Saint Cloud, MN | Jan 2014 - Sep 2017 | 3 |
| Regions Bank | Fort Lauderdale, FL | Sep 2006 - Aug 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
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