Eric WassonCRD Number: 3012307
Current Firm: Financial Engines Advisors LLC
Eric Wasson (CRD# 3012307) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Indianapolis, IN and has over 22 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Park Avenue Securities LLC
|Financial Engines Advisors LLC||Indianapolis, IN||Nov 2016 - Current||4|
|Tmfs Advisors, LLC||Overland Park, KS||Jul 2015 - Nov 2016||1|
|The Mutual Fund Store-indiana, LLC||Overland Park, KS||Jan 2014 - Aug 2015||1|
|Tmfs Advisors, LLC||Overland Park, KS||Jul 2013 - Jan 2015||1|
|Lpl Financial LLC||Indianapolis, IN||Sep 2012 - Jun 2013||< 1|
|Hefty Wealth Partners, Inc.||Auburn, IN||Sep 2012 - May 2013||< 1|
|Unemployed||Indianapolis, IN||Aug 2012 - Aug 2012||< 1|
|Td Waterhouse Investor Services Inc.||Cincinnati, OH||Sep 2004 - Aug 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2004|
Total Assets Under Management229,000MILLIONS
Total Number of Accounts1,514,533ACCOUNTS
Average Account Value$151,202
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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