EH
EH

Eric Hanson

26 Years of Experience
Bethesda, MD
Broker

Eric Hanson is a registered investment advisor at Raymond James & Associates, INC., based in Bethesda, MD, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

7501 Wisconsin Ave., Suite 740W, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Eric is the Board Chairman for Aspen Hill Cristian Church, coordinating church ministries and conducting monthly meetings since 2020. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2023 - Present · 3 yrs 2 mos
Raymond James & Associates, INC.
July 2023 - Present · 3 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2005 - August 2023 · 17 yrs 8 mos
UBS Financial Services INC.
December 2005 - August 2023 · 17 yrs 8 mos
Johnston Lemon Asset Management INC
January 2003 - December 2005 · 2 yrs 11 mos
Johnston, Lemon & CO. IncorporatedBroker
October 2001 - December 2005 · 4 yrs 2 mos
Salomon Smith Barney INC.Broker
March 2001 - October 2001 · 7 mos
PFS Investments INC.Broker
April 1999 - February 2001 · 1 yr 10 mos
State Registrations27 states
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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.