Eric Kearney, financial advisor Cape Coral FL
58 score

Eric Kearney

CRD Number: 4460539
Current Firm: Retirement Wealth Advisors, Inc.

Eric Kearney (CRD# 4460539) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Cape Coral, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Eric Kearney Cape Coral, FL Feb 2014 - Current 2
Eric Kearney Home Owner Cape Coral, FL Dec 2013 - Current 3
Retirement Wealth Advisors, Inc. Jenison, MI Oct 2013 - Current 3
Dba: Sw Florida Education Network Cape Coral, FL Aug 2013 - Current 3
The Investment Center Inc. Vestal, NY Sep 2013 - Oct 2013 < 1
Ic Advisory Services Inc. Vestal, NY Sep 2013 - Oct 2013 < 1
Lpl Financial Binghamton, NY Aug 2010 - Sep 2013 3
The Investment Center, Inc. Vestal, NY Aug 2005 - Aug 2010 5
Ic Advisory Services, Inc. Vestal, NY Aug 2005 - Aug 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric E. Kearney
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
58
Verified Page
Data verified by both the advisor and the public regulatory data.

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