Eric Olney
Eric Olney is a CFP-designated registered investment advisor at Integrated Advisors Network LLC, based in Greenville, SC, with 12 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B 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 | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
124 Verdae Blvd, Suite 403, Greenville, SC, 29607
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2012Other Business Activities
Eric is a partner in From Sea to Shining LLC, a rental property management business, dedicating minimal time. He is also a Planning Director at Capital City Financial Partners, working full-time.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Shum Financial Group, INC.
Girard Securities, INC.
Girard Securities, INC.Broker
TD Ameritrade, INC.Broker
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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