Eric Frey
Eric Frey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Red Bluff, CA, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
225 Pine Street, Red Bluff, CA, 96080
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Regulatory History (1)
Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Eric is a director of programming for the State Theater for the Arts, dedicating minimal time to the preservation of a local historic theater. He is also an insurance agent for health insurance companies, earning renewal commissions and spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
London Pacific AdvisorsBroker
The Advisors Group, INC.Broker
State Registrations13 states
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