Eric Wilson is a CFA-designated registered investment advisor, based in Westerly, RI, with 1 years of industry experience.
Location
9 Granite Street, Westerly, RI, 02891
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Professional Planning Group
December 2024 - Present · 1 yr 5 mos
State Registrations18 states
COCTFLMAMDMEMIMONCNHNYOHRISCSDTNTXVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.