Eric Swalla is a registered investment advisor, based in Ann Arbor, MI, with 21 years of industry experience.
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
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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 ActivitiesSells Insurance
Eric operates under the DBA Symmetra Advisors LLC for securities and insurance business and is an independently licensed insurance agent appointed with various insurance companies. He also sells Badger Meter water testing equipment, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Sigma Financial CorporationBroker
Spc
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wachovia Securities, LLCBroker
State Registrations3 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.