Eric Wynne (CRD# 4816899) is an Investment Advisor Representative working at Movement = Money, LLC in Zionsville, IN and has over 3 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Movement = Money, LLC | Zionsville, IN | Jul 2023 - Current | < 1 |
| Alight Financial Solutions | Lincolnshire, IL | Feb 2022 - Jun 2023 | 1 |
| Northwestern Mutual | Chicago, IL | Jun 2020 - Feb 2022 | 1 |
| The Global Collaboration Group LLC | Zionsville, IN | Jun 2017 - Jun 2020 | 3 |
| State Farm Insurance Company | Indianapolis, IN | Apr 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
- IN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$2,882
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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