Eric Werner
Eric Werner is a registered investment advisor at Raymond James & Associates, INC., based in Bradford, NH, with 29 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
Bradford, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is a board member of The New Hampshire & Vermont Council of Charitable Gift, dedicating minimal time to providing professional development and networking opportunities. He receives no compensation for this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations47 states
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