Erik Heben is a CFP-designated registered investment advisor, based in Fort Myers, FL, with 31 years of industry experience.
Location
12590 Whitehall Dr, Suite 2, Fort Myers, FL, 33907
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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
Erik is a managing partner and co-owner of Private Wealth Consultants, LLC (facilitating securities, advisory, and insurance business) and Private Wealth Tax Advisory, LLC (offering tax services). He is also a co-owner of Grappler, LLC (receiving payments from tax business) and Heben Holdings, LLC (owning real estate and private investments), and a course instructor at Florida Gulf Coast University and Lifelong Learning Institute.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.Broker
Raymond James & Associates, INC.Broker
State Registrations36 states
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