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Eric David Coyner

Charles Schwab & CO., Inc.

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About Eric David Coyner

Eric David Coyner is a financial advisor with over 8 years of experience in the financial services industry. He is currently registered with Charles Schwab & Co., Inc. and holds Series 66, 7, and SIE licenses. Eric has previously held positions with USAA Financial Advisors, Inc., AXA Advisors, LLC, and Morgan Stanley Smith Barney. Eric is a Certified Financial Planner and Chartered Financial Consultant and has extensive experience in financial planning. Eric works with clients to achieve their financial goals, including retirement planning, investment management, and estate planning.

Firm Information

Eric Coyner is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Eric Coyner’s Registration & Firm History

FL

05/28/2020 - Present

Charles Schwab & CO., Inc. (Dunedin FL)

FL

12/10/2013 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (Tampa FL)

FL

06/14/2012 - 01/25/2013

AXA ADVISORS, LLC (TAMPA FL)

FL

03/09/2011 - 02/08/2012

MORGAN STANLEY SMITH BARNEY (CLEARWATER FL)

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Licenses & Designations

BOTH

Issued 05/11/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eric David Coyner.
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