Eric Dunavant (CRD# 3255295) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has over 24 years of experience in the finance industry. Eric Dunavant 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.
CRD# 6723377
Thrivent Investment Management Inc.
CRD# 6946189
Edward Jones
CRD# 6220444
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ic4 Strategies, LLC | Mandeville, LA | May 2014 - Current | 9 |
| Paradiem, LLC | Mandeville, LA | Nov 2007 - Current | 16 |
| Lpl Financial LLC | Mandeville, LA | Nov 2007 - Jun 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- LA
- NH
- TX
-
Total Assets Under Management420MILLIONS
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$1,293,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IN, LA, NC, NH, NV, NY, OH, TX
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