Eric SimondsCRD Number: 6153498
Current Firm: Saltwater Harbor Financial LLC
Eric Simonds (CRD# 6153498) is an Investment Advisor Representative working at Saltwater Harbor Financial LLC in Brunswick, ME and has over 5 years of experience in the finance industry. Eric Simonds 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.
F L Putnam Investment Management Company
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuna Brokerage Services, Inc.
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management20MILLIONS
Total Number of Accounts410ACCOUNTS
Average Account Value$48,780
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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