Eric Beadle, financial advisor Bonita Springs FL
93 score

Eric Beadle

CRD Number: 1779551
Current Firm: Ubs Financial Services Inc.

Eric Beadle (CRD# 1779551) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bonita Springs, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Ft. Myers, FL Sep 2006 - Current 10
Merrill Lynch, Pierce, Fenenr & Smith Inc. Jacksonville, FL Mar 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Eric A. Beadle
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, 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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