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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 Filkins is a registered investment advisor representative at Cambridge Investment Research Advisors, Inc. Eric is a licensed professional with more than 10 years of experience in the financial services industry. Eric specializes in offering financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Eric is also a licensed tax professional, providing additional value to clients. Eric holds multiple industry licenses, including the Series 7 and Series 66. He is a member of Cambridge's Financial Planning Group and is dedicated to providing his clients with personalized financial advice.
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.
Solicitation fees from 3rd party money managers
1
2
FL
08/16/2016 - Present
Cambridge Investment Research Advisors, Inc. (Boca Raton FL)
FL
05/13/2016 - 08/17/2016
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
FL
06/24/2011 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BOCA RATON FL)
FL
09/09/2009 - 06/29/2011
INTERNATIONAL ASSETS ADVISORY, LLC (DEERFIELD BEACH FL)
BOTH
Issued 10/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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