Eric Theiss, financial advisor Knoxville TN
93 score

Eric Theiss

CRD Number: 5614688
Current Firm: Advice And Planning Services

Eric Theiss (CRD# 5614688) is an Investment Advisor Representative working at Advice And Planning Services in Knoxville, TN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Knoxville, TN Jan 2016 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Knoxville, TN Jan 2016 - Current < 1
Fidelity Brokerage Services LLC Knoxville, TN Jul 2012 - Dec 2015 3
Unemployed Knoxville, TN Feb 2012 - Jul 2012 < 1
Edward Jones St Louis, MO Nov 2008 - Feb 2012 3
Cedarworks Playsets Rockport, ME Jan 2004 - Oct 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Eric R. Theiss
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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