Eric Ayersman (CRD# 6061542) is an Investment Advisor Representative working at Retirement Planning Consultants Inc. in Charleston, WV and has over 11 years of experience in the finance industry. Eric Ayersman 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3212745
Truist Advisory Services, Inc.
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Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eric J Ayersman, Cpa, Ac | South Charleston, WV | Oct 2000 - Current | 23 |
| Avantax Insurance Agency, LLC | South Charleston, WV | Sep 2019 - Oct 2020 | 1 |
| Avantax Advisory Services | South Charleston, WV | Jan 2014 - Oct 2020 | 6 |
| Avantax Investment Services, Inc. | South Charleston, WV | May 2012 - Oct 2020 | 8 |
| West Virginia Division Of Tourism | South Charleston, WV | May 2002 - Mar 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- WV
-
Total Assets Under Management7MILLIONS
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Total Number of Accounts59ACCOUNTS
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Average Account Value$112,871
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
WV
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