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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 Brothman is an investment advisor representative associated with Town Capital. Eric has been active in the industry for several years and is currently registered as an investment advisor representative in Delaware, Maryland, Pennsylvania and Texas. Eric has successfully completed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Eric specializes in providing financial planning, portfolio management for individuals and facilitating estate planning services. Eric is passionate about 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.
Personalized portfolio management to meet individual financial objectives.
Facilitating estate planning 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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MD
06/06/2024 - Present
Town Capital (BEL AIR MD)
IA
Issued 03/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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