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Amber Eroh

23 Years of Experience
St. Petersburg, FL
Broker

Amber Eroh is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2017 - Present · 9 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2017 - Present · 9 yrs 2 mos
Previous Registrations
Independent Financial Partners
October 2016 - May 2017 · 7 mos
LPL Financial LLCBroker
May 2016 - June 2017 · 1 yr 1 mo
CUNA Brokerage Services, INC.Broker
December 2015 - February 2016 · 2 mos
Vanguard Marketing CorporationBroker
October 2002 - November 2015 · 13 yrs 1 mo
State Registrations1 state
FL
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.
Amber Eroh - Financial Advisor | TrueAdvisor