Eric Donner is a ChFC-designated registered investment advisor, based in Plantation, FL, with 37 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8181 W. Broward Boulevard, Suite 370, Plantation, FL, 33324
Get directionsHistory
Regulatory History (1)
Criminal
March 1983Other Business ActivitiesSells Insurance
Eric is a managing member/financial advisor/owner of Clear Advice Financial, offering financial, investment, and insurance planning, including life and disability sales, dedicating about half his time. He also has several other business activities, including real estate investments, a change of residency services startup, business exit consulting, and volunteer work.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Team Hewins, LLC
Hewins Financial Advisors, LLC
Rwa Advisors
Valmark Advisers, INC.
Valmark Securities, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Allmerica Investments, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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