Eric Netzel, financial advisor Round Lake IL

Eric Netzel

CRD Number: 2703544
Current Firm: First Advisors National, LLC

Eric Netzel (CRD# 2703544) is an Investment Advisor Representative working at First Advisors National, LLC in Round Lake, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Noble Marketing Partners Round Lake, IL Jun 2016 - Current 7
Pfs Investments Inc. Libertyville, IL Dec 1995 - Jun 2016 20
Primerica Financial Services Libertyville, IL Aug 1995 - Jun 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Apr 2011
Disclosure Information

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
Contact Info for Eric J. Netzel
Phone Number: 1-855-326-7427
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    448
    MILLIONS
  • Total Number of Accounts
    4,892
    ACCOUNTS
  • Average Account Value
    $91,633
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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