EH
CFP · ChFC
EH
CFP · ChFC

Eric Hyde

16 Years of Experience
Glen Allen, VA
BrokerSells Insurance

Eric Hyde is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glen Allen, VA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4101 Cox Rd, Ste 175, Glen Allen, VA, 23060

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric brokers non-variable life, disability, and long-term care insurance policies through Concentric Wealth Partners and is also an officer/managing partner for the same company, taking about half of his time. He also serves on the Endowment Committee for St. Stephen's Episcopal Church and is a trustee for a Grantor Trust.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2021 - February 2021 · 0 mos
Raymond James Financial Services, INC.Broker
February 2021 - February 2021 · 0 mos
Northwestern Mutual Investment Services,llc
July 2010 - March 2021 · 10 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
August 2009 - March 2021 · 11 yrs 7 mos
State Registrations23 states
AKAZCOCTDCFLGAINKSMAMDMENCNJNVNYPASCTNTXVAVirgin IslandsWA
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.