Eric helps his clients achieve financial independence. Eric is dedicated to learning about his clients’ personal goals and by focusing on their specific financial needs. Through a rigorous review process, Eric’s clients can realize an individualized financial strategy that helps reduce their financial risk and helps create retirement income. His main goal is to help his clients feel more financially confident in their retirement years. Eric believes that his commitment to professionalism and the cooperative development of a client’s unique, personal financial goals form the foundation of any strong financial strategy.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independence Wealth Advisory Services LLC | Voorhees, NJ | Jul 2018 - Current | 5 |
| Woloshin Investment Management | Medford, NJ | Sep 2012 - Jul 2018 | 5 |
| Summit Brokerage | Medford, NJ | Sep 2015 - Apr 2016 | < 1 |
| Jp Turner & Company, LLC | Medford, NJ | Sep 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
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Total Assets Under Management53MILLIONS
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Total Number of Accounts218ACCOUNTS
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Average Account Value$241,402
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, PA
Independence Wealth Advisory Services LLC is an Investment Adviser registered with the State of New Jersey.
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