Eric Groff
Eric Groff is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lancaster, PA, with 34 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2160 Lincoln Highway East, Lancaster, PA, 17602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric works for Everence, providing investment and financial planning services, including insurance products like med-supp, fixed annuities, life insurance, and long-term care insurance. Eric also occasionally sells crafted woodworking items as a sole proprietor, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Everence Trust Company
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Waddell & Reed, 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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