Eric BishopCRD Number: 1971142
Current Firm: Royal Alliance Associates, Inc.
Eric Bishop (CRD# 1971142) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Salt Lake City, UT and has over 28 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Royal Alliance Associates, Inc.||Salt Lake City, UT||Jan 2004 - Current||13|
|The Variable Annuity Marketing Company||Lakewood, CO||Jul 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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
- 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