Eric Sands, financial advisor Fort Lauderdale FL
83 score

Eric Sands

CRD Number: 1802844
Current Firm: H.d. Vest Advisory Services, Inc.

Eric Sands (CRD# 1802844) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Fort Lauderdale, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Insurance Agency Inc. Irving, TX Oct 2015 - Current 1
Hd Vest Investment Services Fort Lauderdale, FL Aug 2014 - Current 2
Hd Vest Insurance Agency, Inc. Fort Lauderdale, FL Aug 2014 - Current 2
Hd Vest Advisory Services Fort Lauderdale, FL Aug 2014 - Current 2
Next Financial Group Inc. Fort Lauderdale, FL Oct 2012 - Aug 2014 1
H. Beck, Inc. Rockville, MD Nov 2011 - Oct 2012 < 1
Investacorp Inc. Miami, FL Dec 2010 - Oct 2011 < 1
Investacorp Advisory Services Miami, FL Dec 2010 - Oct 2011 < 1
Cambridge Investment Research, Inc. Boca Raton, FL May 2010 - Dec 2010 < 1
Investors Capital Corporation Boca Raton, FL May 2001 - May 2010 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric A. Sands
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
83

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