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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 Reid is a financial advisor with Hightower Advisors, LLC. Eric has been in the financial services industry since 1999 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Eric is a Certified Financial Planner and holds several licenses and certifications, including Series 7, 63, 65, 3, 9, 10, and 24. Eric has worked with several firms throughout his career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Securities Corporation, Raymond James Financial Services, Inc., Genworth Financial Securities Corporation, and TD Waterhouse Investor Services, Inc.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
09/30/2020 - Present
Hightower Advisors, LLC (Dallas TX)
TX
09/24/2011 - 10/01/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
09/14/2007 - 03/31/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (AUSTIN TX)
TX
01/18/2006 - 04/19/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
IL
08/14/2002 - 12/21/2005
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
NE
05/18/2000 - 02/05/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
VA
03/30/2000 - 05/24/2000
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
06/29/1999 - 02/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 3 - National Commodity Futures Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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