ED
ChFC
ED
ChFC
Eric Donner is a ChFC-designated registered investment advisor, based in Tampa, FL, with 37 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
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Criminal
March 1983Final Disposition
Other 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
May 2019 - Present · 7 yrs 2 mos
Independent Financial Partners
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Team Hewins, LLC
June 2018 - January 2019 · 7 mos
Hewins Financial Advisors, LLC
September 2016 - June 2018 · 1 yr 9 mos
Rwa Advisors
August 2011 - March 2012 · 7 mos
Valmark Advisers, INC.
May 2011 - December 2016 · 5 yrs 7 mos
Valmark Securities, INC.Broker
March 2011 - May 2018 · 7 yrs 2 mos
NFP Securities, INC.
July 2002 - October 2009 · 7 yrs 3 mos
NFP Securities, INC.Broker
August 1997 - October 2009 · 12 yrs 2 mos
Eq Financial Consultants, INC.Broker
December 1994 - September 1997 · 2 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1994 - September 1997 · 2 yrs 9 mos
Allmerica Investments, INC.Broker
April 1987 - November 1994 · 7 yrs 7 mos
State Registrations4 states
FLNJNYPR
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.