Eric AyersmanCRD Number: 6061542
Current Firm: H.d. Vest Advisory Services, Inc.
Eric Ayersman (CRD# 6061542) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Charleston, WV and has over 5 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.
Mckinley Carter Wealth Services, Inc.
Ironwood Wealth Management
Mml Investors Services, LLC
|Hd Vest Advisory Services||South Charleston, WV||Jan 2014 - Current||4|
|H.d. Vest Investment Services||Cross Lanes, WV||May 2012 - Current||5|
|Eric J Ayersman, Cpa, Ac||Cross Lanes, WV||Oct 2000 - Current||17|
|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|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY