Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
2,899 clients
Average Client Portfolio
$281K average
Assets Under Management
$813.5M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
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Location

1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432

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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 works for H&B Fields Inc., a distribution company, as a delivery driver since 2012. He dedicates minimal time to this activity.

Employment History
Current Registrations
Newbridge Securities CorporationBroker
July 2010 - Present · 15 yrs 7 mos
Nfsg Corporation
July 2010 - Present · 15 yrs 7 mos
Previous Registrations
Chicago Investment Group, LLC
March 2008 - September 2009 · 1 yr 6 mos
Chicago Investment Group, LLCBroker
August 2006 - July 2010 · 3 yrs 11 mos
H&r Block Financial Advisors, INC.
June 2003 - August 2006 · 3 yrs 2 mos
Rsm Mcgladrey, INC.
March 2003 - June 2003 · 3 mos
H&r Block Financial Advisors, INC.Broker
October 1994 - August 2006 · 11 yrs 10 mos
State Registrations3 states
FLILWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.