Eric Boatwright, financial advisor Bondurant IA
93 score

Eric Boatwright

CRD Number: 4474715
Current Firm: Fisher Investments

Eric Boatwright (CRD# 4474715) is an Investment Advisor Representative working at Fisher Investments in Bondurant, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Bondurant, IA May 2014 - Current 2
Principal Funds Distributor, Inc. El Dorado Hills, CA Jan 2012 - Apr 2014 2
City Of Bondurant Bondurant, IA Sep 2008 - Jan 2012 3
Charles Schwab & Company, Inc. Des Moines, IA Aug 2008 - Jan 2012 3
Charles Schwab Bank Des Moines, IA Aug 2008 - Jan 2012 3
City Of Bondurant Bondurant, IA Oct 2009 - Nov 2009 < 1
Positive Impact Media, Inc. Waukee, IA May 2007 - Jun 2008 1
Princor Financial Services Des Moines, IA Apr 2003 - May 2007 4
Principal Life Insurance Company Des Moines, IA Mar 2003 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Eric M. Boatwright
Phone Number: 800-851-8845
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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