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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Christopher Gilbert is a financial advisor with Raymond James & Associates, Inc. Eric is a Registered Representative in both Indiana and Texas. Eric has been in the industry since August 2008. Eric has held previous positions at NEXT FINANCIAL GROUP, INC., AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., SAGEPOINT FINANCIAL, INC., AIG RETIREMENT ADVISORS, INC., and AMERICAN GENERAL SECURITIES INCORPORATED.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
04/03/2020 - Present
Raymond James & Associates, Inc. (LAFAYETTE IN)
TX
05/16/2011 - 03/05/2020
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
IL
01/25/2010 - 09/29/2010
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WHEATON IL)
IL
12/26/2008 - 01/27/2010
SAGEPOINT FINANCIAL, INC. (WHEATON IL)
TX
08/13/2008 - 11/26/2008
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
AZ
08/14/2007 - 05/16/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 04/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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