Eric Otten, financial advisor Omaha NE
90 score

Eric Otten

CRD Number: 5968003
Current Firm: Rbc Capital Markets, LLC

Eric Otten (CRD# 5968003) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Omaha, NE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC Omaha, NE Aug 2011 - Current 5
Unemployed Fort Worth, TX Jun 2011 - Jul 2011 < 1
U.s. Navy Fort Worth, TX Aug 2007 - May 2011 3
U.s. Navy Arlington, VA Jul 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Eric E. Otten
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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