Eric Eberth (CRD# 5842913) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 13 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Jan 2024 - Current | < 1 |
| National Life Group | Roanoke, VA | Jan 2024 - Current | < 1 |
| Unemployed | Rocky Mount, VA | Oct 2023 - Jan 2024 | < 1 |
| Amerivet Securities, Inc. | New York, NY | Jan 2022 - Oct 2023 | 1 |
| Nylife Securities LLC | Roanoke, VA | Jun 2021 - Dec 2021 | < 1 |
| New York Life Insurance Company | Roanoke, VA | May 2021 - Dec 2021 | < 1 |
| Transamerica Financial Advisors, Inc. | San Francisco, CA | Feb 2021 - Mar 2021 | < 1 |
| World Financial Group, Inc. | San Francisco, CA | Oct 2020 - Mar 2021 | < 1 |
| Warrior Capital Financial Group Inc. | Lincoln, CA | Oct 2019 - Mar 2021 | 1 |
| Drexel Hamilton, LLC | New York, NY | Jun 2010 - Aug 2019 | 9 |
| Embry Riddle Aeronautical University | Beale Afb, CA | Dec 2008 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- VA
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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