Eric Smith is a registered investment advisor, based in Doylestown, PA, with 21 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
196 West Ashland Street, Suite 100, Doylestown, PA, 18901
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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.
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Eric operates under the DBAs 1682 Wealth Management, LLC, dedicating full-time hours as an administrator providing ancillary and business operating services. He also works as a leased employee to 1682 Wealth Management through DBA Your Best Interest Financial Services, Inc., spending minimal time providing ancillary services.
Employment History
Current Registrations
Invicta Capital LLC
Invicta Capital LLCBroker
Invicta Advisors LLC
Previous Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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
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