Eric Shank (CRD# 2604459) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waynesboro, PA and has over 29 years of experience in the finance industry.
CRD# 5431528
Equitable Advisors, LLC
CRD# 6083715
Eagle Strategies LLC
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Waynesboro, PA | Jan 2024 - Current | < 1 |
| Advanced Financial Security, Inc. | Waynesboro, PA | May 1985 - Current | 38 |
| Fortis Investors, Inc./ Woodbury Financial Services, Inc. | Waynesboro, PA | Mar 1995 - Jan 2024 | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
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- PA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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