Eric Rodell, financial advisor Smyrna TN

Eric Rodell

CRD Number: 2622497
Current Firm: Raymond James Financial Services Advisors, Inc.

Eric Rodell (CRD# 2622497) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Smyrna, TN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
First Bank Smyrna, TN Jan 2021 - Current 3
Raymond James Financial Services, Inc. Smyrna, TN Jan 2021 - Current 3
Raymond James Financial Services Advisors Smyrna, TN Jan 2021 - Current 3
First Bank Investment Partners Murfreesboro, TN Jan 2021 - Current 3
Firstbank Smyrna, TN Jan 2021 - Jan 2021 < 1
Lpl Financial LLC Smyrna, TN Feb 2018 - Jan 2021 2
Invest Financial Corporation Tampa, FL Jan 2016 - Feb 2018 2
Pfs Investments Inc. Murfreesboro, TN May 1995 - Jan 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Feb 2017
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 Rodell
Phone Number: 727-567-3020
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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, WY

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