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Eric Rodell
30 Years of Experience
Smyrna, TN
3 DisclosuresBroker
Eric Rodell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Smyrna, TN, 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 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
417 S. Lowry Street, Smyrna, TN, 37167
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
October 2010Judgment / Lien
April 2010Judgment / Lien
September 2009Other Business Activities
Eric works as a financial advisor for FirstBank and is an associate/employee of FirstBank Investment Partners. These activities take about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - January 2021 · 2 yrs 11 mos
LPL Financial LLC
February 2018 - January 2021 · 2 yrs 11 mos
Invest Financial Corporation
February 2017 - February 2018 · 1 yr
Invest Financial CorporationBroker
January 2016 - February 2018 · 2 yrs 1 mo
PFS Investments INC.Broker
June 1995 - January 2016 · 20 yrs 7 mos
State Registrations5 states
FLINPATNVA
AdvisorBrokerBoth
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
No exam information available for this advisor.