Unclaimed
Eric Oaks Kallen is an investment advisor representative who is currently registered with Hayek Kallen Investment Management LLC. Eric has been in the industry since 1997 and is registered with the state of Alabama, Texas, and Virginia. Eric has a Series 7 and a Series 63 license. Hayek Kallen Investment Management LLC provides advisory services for individuals and pooled investment vehicles. They primarily work with high-net-worth individuals, with a smaller portion of their clients being individuals other than high-net-worth. The firm also works with pension and profit-sharing plans, and corporations or other businesses.
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.
Personalized portfolio management to meet individual financial objectives.
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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VA
07/26/2012 - Present
Hayek Kallen Investment Management LLC (CHARLOTTESVILLE VA)
NY
10/06/1997 - 11/08/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 04/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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