Eric Irwin
Eric Irwin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Altoona, PA, 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
1200 Seventeenth Street, Altoona, PA, 16603
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Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Eric is an owner/proprietor of an accounting/CPA business, dedicating about 10-20% of his time primarily from February through April. He also sells fixed annuities and life insurance through GBU and fixed annuity products through NSS Life, and is a partner in multiple real estate ventures, all of which require minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations30 states
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