Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Calvin Wallace is a financial advisor with Raymond James Financial Services Advisors, Inc. Eric has been in the industry since September 12, 2001. Prior to joining Raymond James, Eric was with FIRST WESTERN ADVISORS. Eric is licensed to provide financial services in Alabama, Arizona, California, Colorado, Delaware, Idaho, North Carolina, Oregon, South Carolina, Tennessee, Texas, Utah, Washington, and Wyoming. Eric also holds the Series 63, 66, 7, and 24 licenses. Eric is a co-founder of Sons of Baseball Foundation, a charity that helps connect with Major League Baseball players and teams. Eric is a director and chair of the board for Sons of Baseball Foundation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
UT
09/27/2019 - Present
Raymond James Financial Services Advisors, Inc. (HOLLADAY UT)
UT
09/13/2001 - 09/27/2019
FIRST WESTERN ADVISORS (HOLLADAY UT)
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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