Eric Birdsall, financial advisor Whitney Point NY

Eric Birdsall

CRD Number: 5065620
Current Firm: Milestone Consultants, Inc.

Eric Birdsall (CRD# 5065620) is an Investment Advisor Representative working at Milestone Consultants, Inc. in Whitney Point, NY and has over 15 years of experience in the finance industry.

Similar Advisors
Kahlil Adames, financial advisor Whitney Point NY
Kahlil Adames
CRD# 4349306
Lpl Financial LLC
Similar Advisors
Lisa Anderson, financial advisor Whitney Point NY
Lisa R. Anderson
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Richard Barber, financial advisor Whitney Point NY
Richard J. Barber
CRD# 4286870
Lpl Financial LLC
Company Name Location Dates Years
Milestone Consultants, Inc. Whitney Point, NY Apr 2017 - Current 4
Cadaret, Grant & Company, Inc. Webster, NY Feb 2014 - May 2017 3
Hornor Townsend & Kent Inc. Horsham, PA Jul 2011 - Feb 2014 2
Penn Mutual Life Ins Co Horsham, PA Jul 2011 - Jan 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Eric S. Birdsall
Phone Number: 585-228-2558
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NY

Ready to hire a financial advisor? Get competitive proposals from Eric Birdsall and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.