Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Faul is a registered Investment Advisor Representative (IAR) with CHF Wealth Management, LLC. Eric has been in the industry since 2004 and is registered with the state of Louisiana. Eric is also a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Eric is experienced in retirement planning, investment management, and tax planning. Eric is passionate about helping his clients achieve their financial goals. Prior to joining CHF Wealth Management, LLC, Eric worked at 1ST GLOBAL CAPITAL CORP. Eric also owns and operates a CPA firm, Clark, Hanes & Faul, LLC, and a tax and financial planning firm, Eric S Faul CPA, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Negotiable fees
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2
LA
08/15/2011 - Present
CHF Wealth Management, LLC (LAFAYETTE LA)
LA
08/23/2004 - 01/20/2009
1ST GLOBAL CAPITAL CORP. (LAFAYETTE LA)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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