Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Fritz is a financial advisor with over 16 years of experience in the financial services industry. Eric is currently registered as a Registered Investment Advisor with CG Advisory Services, a firm that provides a wide range of financial services including financial planning, portfolio management and pension consulting to individuals, businesses and charitable organizations. Eric has also previously held positions with Geneos Wealth Management, Inc., WFG Investments, Inc., Invest Financial Corporation, and Royal Alliance Associates, Inc. Eric holds the Series 6, Series 63, and Series 65 licenses, and has been recognized by the financial industry for his expertise in various areas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
04/04/2022 - Present
CG Advisory Services (Charlotte NC)
MI
08/18/2017 - 04/26/2023
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
NC
03/20/2015 - 08/21/2017
WFG INVESTMENTS, INC. (CHARLOTTE NC)
NC
12/16/2008 - 03/25/2015
INVEST FINANCIAL CORPORATION (CHARLOTTE NC)
MI
10/18/2006 - 12/23/2008
ROYAL ALLIANCE ASSOCIATES, INC. (HASLETT MI)
IA
Issued 10/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Fritz is the right advisor for you? Invested Better is here to help.
