Eric Mcmahan
Eric Mcmahan is a CFP-designated registered investment advisor at Integrity Financial Group, based in Fort Worth, TX, 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 Investment Management. Their firm serves 109 clients with $27M 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 | 1.00% |
Fee is negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
5748 Boat Club Road, Fort Worth, TX, 76179
Get directionsHistory
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 is an independent insurance agent selling fixed life insurance and fixed annuities. This activity is not investment-related.
Employment History
Current Registrations
Integrity Financial Group
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Waddell & Reed
Waddell & ReedBroker
AXA Advisors, LLCBroker
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.