Eric Milholland, financial advisor Marysville OH

Eric Milholland

CRD Number: 2102630
Current Firm: Raymond James Financial Services Advisors, Inc.

Eric Milholland (CRD# 2102630) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, OH and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Milholland & Mitchell Financial Group LLC Marysville, OH Jan 2024 - Current < 1
Raymond James Financial Services, Inc. Marysville, OH Aug 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Marysville, OH Aug 2021 - Current 2
Milholland Financial Group Marysville, OH Aug 2021 - Current 2
Milholland Financial Inc. Dba Milholland Financial Group Marysville, HI Jan 2005 - Current 19
Wells Fargo Advisors Financial Network LLC Marysville, OH May 2009 - Aug 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Eric W. Milholland
Phone Number: 727-567-3020
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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, WY

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