Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Holmes is a financial advisor with over 30 years of experience in the industry. Eric is registered with Valic Financial Advisors, Inc. and has been with the firm since 2008. Eric is licensed to provide financial advice in Florida, Georgia, Maryland, New Jersey, North Carolina, Ohio, Virginia, and the District of Columbia. Eric specializes in providing financial planning, portfolio management, and selection of other advisors. Eric has worked with various firms during their career, including The Variable Annuity Marketing Company, Nationwide Investment Services Corporation, Prudential-Bache Securities Inc., Lincoln Financial Advisors Corporation, Lincoln National Pension Insurance Company, and United Integrated Equities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
01/26/2016 - Present
Valic Financial Advisors, Inc. (TAMPA FL)
TX
06/22/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
OH
11/14/1987 - 02/25/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NA
02/21/1986 - 07/14/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
07/19/1984 - 01/14/1986
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/19/1984 - 01/14/1986
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/19/1983 - 07/18/1984
UNITED INTEGRATED EQUITIES, INC.
BOTH
Issued 06/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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