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Eric Christopher Sides

Stonex Advisors Inc.

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About Eric Christopher Sides

Eric Christopher Sides is an active investment advisor representative and broker, registered with Stonex Advisors Inc. Eric has been working in the financial industry since 1995. Eric has passed the Series 4, 7, 24, 52, 55, 63, 65, and SIE exams, and has been a licensed investment advisor representative in 14 states. Eric is currently employed with Stonex Advisors Inc. and has previously worked with JBS Liberty Securities, Inc., Synergy Investment Group, LLC, Linsco/Private Ledger Corp., and Olde Discount Corporation. Eric is a registered representative with the FINRA.

Firm Information

Eric Sides is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Sides’s Registration & Firm History

NC

06/30/2016 - Present

Stonex Advisors Inc. (Statesville NC)

NC

07/11/2007 - 11/16/2010

JBS LIBERTY SECURITIES, INC. (KANNAPOLIS NC)

NC

06/22/1999 - 11/16/2010

SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)

SC

10/10/1997 - 06/24/1999

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MI

12/15/1995 - 10/21/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 06/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/1998

Series 4 - Registered Options Principal Examination

BC

Issued 02/19/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/16/1996

Series 7 - General Securities Representative Examination

BC

Issued 12/14/1995

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Christopher Sides. Review regulatory record here.
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