Eric Frey (CRD# 2162956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Red Bluff, CA and has over 32 years of experience in the finance industry.
CRD# 6125219
Edward Jones
CRD# 2041894
Raymond James Financial Services Advisors, Inc.
CRD# 2489387
Rubicon Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Non-variable Insurance | Red Bluff, CA | Jan 2010 - Current | 14 |
| Raymond James Financial Services Advisors, Inc. | Red Bluff, CA | Jan 2009 - Current | 15 |
| Kelly Griggs Museum | Red Bluff, CA | Jun 2006 - Current | 17 |
| Raymond James Financial Services, Inc. | Red Bluff, CA | Dec 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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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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