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Eric Metzger

Wells Fargo Advisors
28 Years of Experience
Birmingham, MI
2 DisclosuresBroker
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Eric Metzger is a registered investment advisor at Wells Fargo Advisors, based in Birmingham, MI, with 28 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

255 E Brown St Ste 400, Birmingham, MI, 48009

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Settled
Customer Dispute
October 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
May 2019 - Present · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2019 - Present · 7 yrs 5 mos
Wells Fargo Advisors
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - May 2019 · 6 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2019 · 6 yrs 7 mos
Charles Schwab & CO., INC.
December 2005 - October 2012 · 6 yrs 10 mos
Charles Schwab & CO., INC.Broker
December 2005 - October 2012 · 6 yrs 10 mos
UBS Financial Services INC.Broker
December 2002 - December 2005 · 3 yrs
Merrill Lynch Pierce Fenner & Smith INC.
March 2002 - October 2002 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - October 2002 · 4 yrs 4 mos
State Registrations7 states
DEINMINJNYSCWA
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.
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