Eric Seger (CRD# 4213246) is an Investment Advisor Representative working at Purshe Kaplan Sterling Investments (CRD#35747) in Bloomfield Hills, MI and has over 18 years of experience in the finance industry. Eric Seger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Capital Management, LLC | Bloomfield Hills, MI | Nov 2016 - Current | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2016 - Current | 7 |
| First Heartland Capital Inc. | Lake St .louis, MO | Nov 2008 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
- MI
- TX
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Total Assets Under Management283MILLIONS
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Total Number of Accounts1,768ACCOUNTS
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Average Account Value$160,157
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, MI, NC, NH, OH, TX
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