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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 Harger is a registered investment advisor representative with Fisher Investments, based in Plano, Texas. He is a licensed investment advisor representative (IAR) in Texas and holds multiple FINRA licenses including Series 2, 6, 7 and 63. Eric's professional career spans over 30 years, with previous experience at Quasar Distributors, LLC in Portland, Maine, First Fund Distributors, Inc. in Phoenix, Arizona, and Sunstone Distribution Services, LLC in Milwaukee, Wisconsin. Eric specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
1
2
TX
11/17/2021 - Present
Fisher Investments (PLANO TX)
ME
10/04/2001 - 11/04/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
08/12/1997 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
WI
10/11/1996 - 07/15/1997
SUNSTONE DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/23/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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