EB
CFP
EB
CFP

Eric Belanger

7 Years of Experience
Raleigh, NC
Broker

Eric Belanger is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Raleigh, NC, with 7 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

3130 Fairhill Drive, Suite 100, Raleigh, NC, 27612

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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 works as an associate/employee at Alger Financial, where he cultivates and manages a book of clients, providing investment management and financial planning. This takes about half of his time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2018 - Present · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
August 2018 - Present · 7 yrs 9 mos
State Registrations5 states
COFLNCSCTX
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.