Eric Fenn
Eric Fenn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Helotes, TX, 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
13835 Magnolia Way, Suite A, Helotes, TX, 78023
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Regulatory History (1)
Customer Dispute
September 2021Other Business Activities
Eric is an officer and president of Dominion Wealth and Retirement, and an independent contractor for Oak Crest Advisors, both since 2021. He works as a financial advisor for both companies, dedicating about a quarter to half of his time to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations11 states
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