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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 McKenna is an investment advisor representative at BBR Partners, LLC. Eric is registered with the state of New York and Texas. Eric has a Series 65 license, which is the Uniform Investment Adviser Law Examination. BBR Partners, LLC is an investment advisory firm that provides financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. BBR Partners, LLC has offices in New York, NY. Eric has worked in the financial services industry since 2013.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
09/01/2022 - Present
BBR Partners, LLC (NEW YORK NY)
IA
Issued 02/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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