2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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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 →Eric is a sole proprietor selling life, health, and fixed annuities, dedicating about 10-20% of his time to this. He is also a managing partner/member of Affiliated Financial Planners, LLC, placing life and health insurance and fixed annuities, spending a few hours per week on this. Eric also owns rental property, dedicating minimal time to it.