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Eric Alan Sands

St. Bernard Financial Services, INC.
24 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
St. Bernard Financial Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
841 clients
Average Client Portfolio
$155K average
Assets Under Management
$130.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

6756 No. Andrews Ave, Suite 200, Ft. Lauderdale, FL, 33309

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History

Regulatory History (2)
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Employment Separation After Allegations
May 2023
Customer Dispute
February 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric is a board member for Awesome Construction and CEO of Eric Sands Consulting Services, dedicating a few hours per week to each. He also operates Sands Financial Services, providing investment advisory services and insurance, which takes nearly full-time.

Employment History
Current Registrations
St. Bernard Financial Services, INC.
November 2023 - Present · 2 yrs 3 mos
St. Bernard Financial Services, INC.
November 2023 - Present · 2 yrs 3 mos
St. Bernard Financial Services, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Impact Partnership Wealth, LLC
February 2023 - June 2023 · 4 mos
Avantax Advisory Services
September 2014 - January 2023 · 8 yrs 4 mos
Avantax Investment Services, INC.Broker
August 2014 - January 2023 · 8 yrs 5 mos
Next Financial Group, INC.
October 2012 - September 2014 · 1 yr 11 mos
Next Financial Group, INC.Broker
October 2012 - September 2014 · 1 yr 11 mos
H. Beck, INC.
November 2011 - October 2012 · 11 mos
H. Beck, INC.Broker
November 2011 - October 2012 · 11 mos
Investacorp Advisory Services INC
December 2010 - October 2011 · 10 mos
Investacorp, INC.Broker
December 2010 - October 2011 · 10 mos
Cambridge Investment Research Advisors, INC.
June 2010 - December 2010 · 6 mos
Cambridge Investment Research, INC.Broker
May 2010 - December 2010 · 7 mos
Investors Capital Advisory
January 2005 - May 2010 · 5 yrs 4 mos
Eastern Point Advisors INC.
June 2001 - December 2004 · 3 yrs 6 mos
Investors Capital CORP.Broker
May 2001 - May 2010 · 9 yrs
Morgan Stanley Dw INC.Broker
August 2000 - May 2001 · 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.