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Eric Stoneman

8 Years of Experience
Asheville, NC
Broker

Eric Stoneman is a registered investment advisor at Raymond James & Associates, INC., based in Asheville, NC, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

60 N Market St, Suite 101, Asheville, NC, 28801

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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 Activities

Eric is an advisory board member for Serve to LEAD, a charitable organization, since 2019. He dedicates minimal time to this non-profit organization.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - May 2021 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - May 2021 · 3 yrs 10 mos
State Registrations24 states
ALAZCACOFLGAILINMAMDMNMSMTNCNHNYOHPASCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.