EB
EB

Eric Buskirk

6 Years of Experience
Eden, NC
Broker

Eric Buskirk is a registered investment advisor at Osaic Institutions, INC., based in Eden, NC, with 6 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
563 advisors
Number of Clients
7,211 clients
Average Client Portfolio
$558K average
Assets Under Management
$4.0B

Fee Structure

Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.

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Location

106 South Van Buren Road, Eden, NC, 27288

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History

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.

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Other Business Activities

Eric is a financial advisor at HomeTrust Bank, dedicating nearly full-time hours to this role. He also owns a storefront (RRicskEmporium), but spends minimal time on it.

Employment History
Current Registrations
Osaic Institutions, INC.Broker
May 2025 - Present · 1 yr
Osaic Institutions, INC.
May 2025 - Present · 1 yr
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2024 - May 2025 · 5 mos
Raymond James Financial Services, INC.Broker
December 2024 - May 2025 · 5 mos
Level Four Financial, LLCBroker
April 2023 - December 2024 · 1 yr 8 mos
Level Four Advisory Services
April 2023 - December 2024 · 1 yr 8 mos
LPL Financial LLC
December 2022 - March 2023 · 3 mos
LPL Financial LLCBroker
December 2022 - March 2023 · 3 mos
Wells Fargo Clearing Services, LLC
May 2019 - July 2021 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
November 2017 - July 2021 · 3 yrs 8 mos
State Registrations2 states
AZVA
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.
Eric Buskirk - Financial Advisor | TrueAdvisor