Eric Felty (CRD# 6158347) is an Investment Advisor Representative working at Equity Advisors Of Kentucky Inc. in St Pete Beach, FL and has over 10 years of experience in the finance industry. Eric Felty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Advisors Of Kentucky | Waddy, KY | May 2018 - Current | 5 |
| Cpa Advisory Group | Westerville, OH | May 2017 - May 2018 | 1 |
| Jp Morgan Securities LLC | Westerville, OH | Jan 2017 - Apr 2017 | < 1 |
| Deloitte | Columbus, OH | Nov 2015 - Nov 2016 | 1 |
| Morgan Stanley | Columbus, OH | Jan 2014 - Oct 2015 | 1 |
| New York Life Ins Co | Miami, FL | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- FL
- KY
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts621ACCOUNTS
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Average Account Value$186,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
FL, HI, IN, KY, MI, OH, TX
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