Eric HarbertCRD Number: 6138586
Current Firm: Brightworth, LLC
Eric Harbert (CRD# 6138586) is an Investment Advisor Representative working at Brightworth, LLC in Charlotte, NC and has over 2 years of experience in the finance industry. Eric Harbert 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Mcgill Advisors, A Division Of Brightworth||Charlotte, NC||Jul 2017 - Current||< 1|
|Mcgill Advisors, Inc.||Charlotte, NC||Jun 2015 - Jun 2017||2|
|Greer & Walker Investment Advisors, LLC||Charlotte, NC||Jan 2012 - Jun 2015||3|
|Greer & Walker, LLP||Charlotte, NC||Jun 2006 - Jun 2015||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2015|
Total Assets Under Management3,029MILLIONS
Total Number of Accounts7,137ACCOUNTS
Average Account Value$424,445
- A percentage of assets under your management
- Hourly charges
- 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, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
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