Eric May (CRD# 7521947) is an Investment Advisor Representative working at Mariner Platform Solutions in Dubuque, IA and has 1 year of experience in the finance industry. Eric May 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# 4802967
Edward Jones
CRD# 2298964
Lpl Financial LLC
CRD# 6810774
Avantax Planning Partners, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Platform Solutions | Dubuque, IA | Apr 2022 - Current | 1 |
| Intersect Wealth Advisors, LLC | Dubuque, IA | Apr 2022 - Current | 1 |
| Dubuque Bank & Trust | Dubuque, IA | Sep 2018 - Apr 2022 | 3 |
| America Trust & Savings | Dubuque, IA | Nov 2015 - Sep 2018 | 2 |
| Honkamp Krueger & Company | Dubuque, IA | Nov 2013 - Sep 2015 | 1 |
- IA
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Total Assets Under Management3,058MILLIONS
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Total Number of Accounts6,916ACCOUNTS
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Average Account Value$442,159
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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, WY
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