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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 Burnette is a financial advisor with Peachcap TAX & Advisory, LLC in Atlanta, Georgia. Eric has been in the financial services industry since 2010. Eric is registered as a Registered Representative in 30 states and as an Investment Advisor Representative in Georgia. Eric has 5 product exams, 4 principal exams, and 1 state exam including Series 66. Eric has held previous roles at INVESTACORP, INC. Eric is a Certified Financial Planner (CFP).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Shares in third-party adviser fees
1
2
GA
08/03/2011 - Present
Peachcap TAX & Advisory, LLC (ATLANTA GA)
GA
01/14/2010 - 10/16/2015
INVESTACORP, INC. (ATLANTA GA)
BOTH
Issued 01/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/02/2015
Series 4 - Registered Options Principal Examination
BC
Issued 03/12/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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