Eric Dewalt, financial advisor Harrisburg PA
90 score

Eric Dewalt

CRD Number: 5993699
Current Firm: Citizens Securities, Inc.

Eric Dewalt (CRD# 5993699) is an Investment Advisor Representative working at Citizens Securities, Inc. in Harrisburg, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Corp Harrisburg, PA Jun 2014 - Current 2
Unemployed Mechanicsburg, PA May 2014 - Jun 2014 < 1
Edward Jones St. Louis, MO Nov 2011 - Apr 2014 2
Advanced Fluid Systems, Inc. York, PA Jul 2010 - Oct 2011 1
Susquehanna Conf. United Methodist Church Mechanicsburg, PA Dec 2008 - Jul 2010 1
Dewalt Family Enterprises, Inc. Mechanicsburg, PA Dec 2006 - Aug 2009 2
The Pennsylvania State Univ. Middletown, PA Sep 2008 - May 2009 < 1
Jfc Professional Camp Hill, PA Aug 2006 - Dec 2006 < 1
Knight Celotex Sunbury, PA Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Eric R. Dewalt
Phone Number: 1-800-942-8300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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