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Eric Longphee

26 Years of Experience
Tampa, FL
Broker

Eric Longphee is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, 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

1501 W Cleveland Street Ste 230, Tampa, FL, 33606

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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 a partner in 1501 W Cleveland Group LLC, which owns an office condo, and owner of CrossBay WM LLC, which facilitates a real estate lease. He also owns a vacation condo that is rented seasonally, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2004 - Present · 21 yrs 5 mos
Raymond James & Associates, INC.
January 2000 - Present · 26 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2000 - Present · 26 yrs 4 mos
State Registrations14 states
ALCACODCFLGAMAMDNCNHNJNYTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.