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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 Felton Johnson is a financial advisor with Great Valley Advisor Group, Inc. based in Madison, WI. Eric is registered with the state of Wisconsin as an Investment Advisor Representative (IAR). Eric has been in the financial services industry since June 2022. Eric's areas of expertise include financial planning, portfolio management, and consulting services. Eric is committed to helping clients achieve their financial goals.
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.
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.
Consulting services
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.
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WI
10/19/2022 - Present
Great Valley Advisor Group, Inc. (Madison WI)
BOTH
Issued 10/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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