Eric Wallace
Eric Wallace is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holladay, UT, with 24 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
6405 South 3000 East, Suite 250, Holladay, UT, 84121
Get directionsHistory
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 Activities
Eric is an associate/employee and financial advisor at First Western Advisors since 2001, dedicating a significant amount of time to this role. He also owns RED2 LLC, selling items on eBay, and is a director for the Sons of Baseball Foundation, a non-profit organization.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Western Advisors
First Western AdvisorsBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.