Eric Perich is a CFP-designated registered investment advisor, based in Birmingham, AL, with 19 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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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.
Learn about disclosures →Employment History
Current Registrations
Stonex Advisors INC.
June 2025 - Present · 1 yr 4 mos
Stonex Securities INC.Broker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Stonex Financial INC.Broker
June 2025 - September 2025 · 3 mos
Concourse Financial Group Advisors
October 2019 - February 2025 · 5 yrs 4 mos
Concourse Financial Group Securities, INC.Broker
October 2019 - February 2025 · 5 yrs 4 mos
Thrivent Investment Management INC.Broker
December 2015 - September 2019 · 3 yrs 9 mos
Thrivent Investment Management INC.
December 2015 - September 2019 · 3 yrs 9 mos
Invest Financial CorporationBroker
July 2015 - November 2015 · 4 mos
Executive Wealth Management, LLC
June 2015 - December 2015 · 6 mos
401k Gps
June 2015 - December 2015 · 6 mos
Ameriprise Financial Services, INC.
October 2009 - June 2015 · 5 yrs 8 mos
Ameriprise Financial Services, INC.Broker
October 2009 - June 2015 · 5 yrs 8 mos
Ameriprise Advisor Services, INC.
April 2009 - October 2009 · 6 mos
Ameriprise Advisor Services, INC.Broker
October 2007 - October 2009 · 2 yrs
Hantz Financial Services, INC.Broker
October 2006 - October 2007 · 1 yr
State Registrations1 state
AL
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.
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