Eric Erb
Eric Erb is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, OH, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
138 Putnam Street, Marietta, OH, 45750
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Eric is the treasurer of First United Methodist Church, dedicating minimal time to overseeing budgets and financial reporting. He also services existing insurance policies when required, is a Senior Vice President at Peoples Bank, a Financial Advisor at Peoples Investment Services (taking up more than half of his time), and a director at Rampp Group.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations36 states
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