Eric Shapiro (CRD# 6546252) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 8 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Omaha, NE | Nov 2022 - Current | 1 |
| Eric J. Shapiro Wealth Team | Omaha, NE | Dec 2021 - Current | 2 |
| Dixon Wells | Omaha, NE | Nov 2019 - Current | 4 |
| Raymond James Financial Services,inc | Omaha, NE | Sep 2015 - Current | 8 |
| Southwestern Investment Advisory Services | Omaha, NE | Aug 2017 - Dec 2022 | 5 |
| Southwestern Investment Group | Omaha, NE | Mar 2016 - Dec 2022 | 6 |
| Uber/lyft | Omaha, NE | Jun 2018 - Jun 2019 | 1 |
| Raymond James Financial Services Advisors Inc. | Omaha, NE | Nov 2015 - Mar 2017 | 1 |
| Raymond James Financial Services,inc | Franklin, TN | Apr 2015 - Aug 2015 | < 1 |
| Ecpi University | Norfolk, VA | Apr 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- NE
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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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