Eric Botwinik
Eric Botwinik is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 28 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
Firm Size
IM Fee
Assets Under Management
Location
720 Rugby Street, Suite 200, Orlando, FL, 32804
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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 is the president of Coastal Financial Group and markets under Agility Wealth Management, dedicating about half his time to these activities. He also sells fixed annuities, non-variable life insurance, disability, and long-term care insurance, and sells residential real estate, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Jefferson Pilot Securities CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 states
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