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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 Davidoff is an investment advisor representative at Fisher Investments in Plano, Texas. Eric has been in the industry since 2011 and has a Series 6, 7, and 66 license. Eric is also a registered investment advisor representative in Texas. Eric has a long and successful history in the financial services industry, working for firms such as Northern Trust Securities, Inc. and Sagepoint Financial, Inc. Prior to joining Fisher Investments, Eric was employed by Northern Trust Securities, Inc. in Chicago, Illinois, and prior to that, Sagepoint Financial, Inc. in South Pasadena, California. In addition to his work as an investment advisor representative, Eric also serves as Treasurer for the University of Arizona Alumni Association. Eric specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Eric and the team at Fisher Investments provide a variety of investment advisory services including financial planning and portfolio assessment.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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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2
TX
10/19/2017 - Present
Fisher Investments (PLANO TX)
IL
05/11/2012 - 06/13/2017
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
CA
05/06/2011 - 05/03/2012
SAGEPOINT FINANCIAL, INC. (SOUTH PASADENA CA)
BOTH
Issued 02/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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