Eric Greenhow, financial advisor Winter Haven FL
96 score

Eric Greenhow

CRD Number: 4541912
Current Firm: Allen & Company Of Florida, Inc.

Eric Greenhow (CRD# 4541912) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Winter Haven, FL and has over 13 years of experience in the finance industry. Eric Greenhow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Allen & Company Of Florida, Inc. Winter Haven, FL May 2003 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for Eric A. Greenhow
Phone Number: 863-688-9000
Registered State(s):
  • CO
  • NC
  • TX
  • VA
  • FL
By the Numbers
  • Total Assets Under Management
    632
    MILLIONS
  • Total Number of Accounts
    1,995
    ACCOUNTS
  • Average Account Value
    $316,591
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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