Eric LapaiCRD Number: 7038752
Current Firm: Fifth Third Securities, Inc.
Eric Lapai (CRD# 7038752) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Duluth, GA and has over 3 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Fifth Third Securities||Johns Creek, GA||Oct 2018 - Current||4|
|Fifth Third Bank||Atlanta, GA||Jun 2017 - Current||5|
|Southern New Hampshire University||Manchester, NH||Sep 2016 - Jun 2017||< 1|
|Suntrust Bank||Atlanta, GA||Aug 2011 - Sep 2016||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
|S63||Uniform Securities State Law Examination||May 2019|
Total Assets Under Management8,855MILLIONS
Total Number of Accounts40,305ACCOUNTS
Average Account Value$219,705
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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