Eric Petersen
Eric Petersen is a registered investment advisor at Raymond James & Associates, INC., based in Battle Creek, MI, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
25 Michigan Ave. W, Suite 240, Battle Creek, MI, 49017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is a business owner of PHS Properties LLC since 2019, dedicating minimal time to it. He is also a branch director at Raymond James in Battle Creek, MI.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
First of Michigan CorporationBroker
State Registrations32 states
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