EG
EG
Eric Gilbert
15 Years of Experience
Lafayette, IN
Broker
Eric Gilbert is a registered investment advisor at Raymond James & Associates, INC., based in Lafayette, IN, with 15 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
Lafayette, IN
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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.
Learn about disclosures →Employment History
Previous Registrations
Raymond James & Associates, INC.
April 2020 - March 2026 · 5 yrs 11 mos
Next Financial Group, INC.
November 2011 - March 2020 · 8 yrs 4 mos
American Portfolios Advisors, INC
February 2010 - September 2010 · 7 mos
Sagepoint Financial, INC.
January 2009 - January 2010 · 1 yr
Aig Retirement Advisors, INC.
August 2008 - November 2008 · 3 mos
Exams
No exam information available for this advisor.