Unclaimed
Eric Scoggins is a financial professional with over 25 years of experience in the industry. Eric is currently registered as an Investment Advisor Representative with First Advisors National, LLC, based in Hoschton, Georgia. He holds a Series 6, 7, 63 and 65 licenses and is also a Certified Financial Planner. Eric's previous experience includes working with Walnut Street Securities, Inc., High Mark Securities, Inc., Washington Square Securities, Inc. and Pruco Securities Corporation. Eric specializes in providing financial planning services and portfolio management for individuals. Eric's primary area of expertise is retirement planning. Eric provides services to a wide range of clients including individuals and trusts.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
Solicitor/endorsement fees
1
2
GA
04/29/2015 - Present
First Advisors National, LLC (Hoschton GA)
GA
10/20/2004 - 06/16/2008
WALNUT STREET SECURITIES, INC. (DULUTH GA)
FL
01/03/2002 - 10/21/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
CT
06/03/1997 - 01/07/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
12/03/1991 - 06/23/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/03/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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