EM
EM

Eric Menickella

27 Years of Experience
Jacksonville, FL
1 DisclosureBrokerSells Insurance

Eric Menickella is a registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville, FL, with 27 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Jacksonville, FL

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History

Regulatory History (1)
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Criminal
August 1988
Final Disposition
Other Business ActivitiesSells Insurance

Eric is a managing partner and financial professional at Independence Financial Planning, LLC, dedicating full-time hours to this DBA for financial services. He also works as an independent insurance agent selling fixed insurance products, dedicating full-time hours to this activity as well.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2014 - June 2021 · 6 yrs 9 mos
Voya Financial Advisors, INC.Broker
September 2014 - June 2021 · 6 yrs 9 mos
Tfs Advisory Services
February 2008 - September 2014 · 6 yrs 7 mos
Tfs Securities, INC.Broker
November 2004 - September 2014 · 9 yrs 10 mos
Allstate Financial Services, LLCBroker
September 2004 - November 2004 · 2 mos
Tfs Securities, INC.Broker
August 1998 - September 2004 · 6 yrs 1 mo
State Registrations6 states
AZCOFLNYPAWI
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.