EB
EB

Eric Lee Belew

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$701K average
Assets Under Management
$533.3M

Fee Structure

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Location

2160 Lakeside Centre Way, Suite 102, Knoxville, TN, 37922

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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 ActivitiesSells Insurance

Eric is a passive investor in rental properties through A&E Investors Group LLC since May 2021, dedicating minimal time. Since June 2021, he is also involved in insurance sales (life, long-term care, disability, and fixed annuities), spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Brogan Financial
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - June 2021 · 2 yrs 1 mo
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.