EG
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Eric Griessel

23 Years of Experience
Springfield, MO
BrokerSells Insurance

Eric Griessel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Springfield, MO, with 23 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1525 E Republic Rd. B-125, Springfield, MO, 65804

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History

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.

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Other Business ActivitiesSells Insurance

Eric owns and operates a small CPA practice since 2003, dedicating minimal time. He also sells fixed life insurance, long-term care, health insurance, and fixed annuities, dedicating minimal time, and is an employee of a Raymond James branch office, Wealth Partners, LLC, dedicating about half his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Investment Consulting Group, L.L.C.
October 2004 - December 2007 · 3 yrs 2 mos
Raymond James Financial Services
November 2002 - January 2009 · 6 yrs 2 mos
State Registrations15 states
ARAZCACOFLGAIDKSMIMONVOKORSDTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Eric Griessel - Financial Advisor | TrueAdvisor