Eric Donner (CRD# 1633713) is an Investment Advisor Representative working at Independent Financial Partners in Highland Beach, FL and has over 36 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Highland Beach, FL | May 2019 - Current | 4 |
| Independent Financial Partners | Tampa, FL | Jan 2019 - Current | 5 |
| Team Hewins, LLC | Boca Raton, FL | May 2018 - Jan 2019 | < 1 |
| Exclusive Insurance Pga | Warren, NJ | Apr 2009 - Jan 2019 | 9 |
| Hewins Financial Advisors, LLC | Boca Raton, FL | Sep 2016 - Jun 2018 | 1 |
| Valmark Securities, Inc. | Akron, OH | Mar 2011 - May 2018 | 7 |
| Valmark Advisers, Inc. | Akron, OH | May 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
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