Eric Tharp
Eric Tharp is a registered investment advisor at Planmember Securities Corporation, based in Winter Springs, FL, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1052 Willa Springs Drive, Winter Springs, FL, 32708
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Other Business ActivitiesSells Insurance
Eric is involved in several business activities, including insurance and investment services through Retirement Planning Associates, representing Bencor Inc for retirement plans, and receiving insurance commissions through Demmo, Tharp & Associates, LLC. He also provides financial education through the Society of Financial Awareness (SOFA).
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Usallianz Securities, INC.Broker
Usallianz Securities, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations5 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.