Eric Berner, financial advisor Nashville TN
93 score

Eric Berner

CRD Number: 5283669
Current Firm: Waddell & Reed

Eric Berner (CRD# 5283669) is an Investment Advisor Representative working at Waddell & Reed in Nashville, TN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cwmg, LLC Nashville, TN Jan 2018 - Current < 1
Mtshrm Murfeesboro, TN Dec 2017 - Current < 1
Senior Services Network Hendersonville, TN Jul 2016 - Current 1
Picking Nashville Hendersonville, TN Jan 2016 - Current 2
Doing Good Nashville, TN Oct 2014 - Current 3
Mtshrm Antioch, TN Jan 2012 - Current 6
Various Insurance Carriers For W & R Insurance Agencies Hendersonville, TN Sep 2007 - Current 10
Nashville Sounds Baseball Nashville, TN Apr 2007 - Current 11
Waddell & Reed, Inc. Nashville, TN Feb 2007 - Current 11
Self-employed Hendersonville, TN Dec 2001 - Current 16
Bni Nashville, TN Aug 2009 - Dec 2014 5
Nashville Wine Auction Nashville, TN Jan 2014 - Feb 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Eric J. Berner
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AR
  • CA
  • FL
  • IL
  • IN
  • KY
  • MI
  • MS
  • NC
  • TN
  • NV
  • KS
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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