Eric Webster
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Eric Webster Email & Phone Number

Financial Consultant and Investment Advisor Rep. at First Allied Securities
Location: Phoenix, Arizona, United States 4 work roles 4 schools
1 work email found @firstallied.com 1 phone found area 602 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email e****@firstallied.com
Direct phone (602) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Consultant and Investment Advisor Rep.
Location
Phoenix, Arizona, United States
Company size

Who is Eric Webster? Overview

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Quick answer

Eric Webster is listed as Financial Consultant and Investment Advisor Rep. at First Allied Securities, a company with 240 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at firstallied.com, phone signal with area code 602, and a matched LinkedIn profile for Eric Webster.

Eric Webster previously worked as Financial Consultant & Investment Advisor Rep. at First Allied Securities and Vice President, Investments at Round Hill Securities, Inc.. Eric Webster holds Ba, Emphasis In Business/Economics/Geography from University Of Arizona.

Company email context

Email format at First Allied Securities

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{first_initial}{last}@firstallied.com
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AeroLeads found 1 current-domain work email signal for Eric Webster. Compare company email patterns before reaching out.

Profile bio

About Eric Webster

Licensed investment professional with over 20 years of financial industry experience in advising and consulting people on the management of personal and family financial matters. Substantial experience in helping people with their financial and investment matters during 4 critical life transitions including: JOB CHANGE, RETIREMENT, DEATH & DIVORCE. These four life altering events almost always carry significant financial ramifications and require detailed thought, analysis, planning and action.Eric understands that every client is different, and he helps tailor and build customized investment portfolios to meet the individual needs and risk tolerance of each client.Eric recommends all investors check the background of their Investment Professional by going to the following website (copy & paste website address below to your internet browser): https://brokercheck.finra.org/Specialties: * Job Change - 401k, Pension & Profit Sharing to IRA Rollovers* Retirement Planning* Inheritance of Assets at Death* Distribution of Divorce Assets* Asset Allocation* Mutual Funds* Variable Annuities* Individual Stocks & Bonds* Foreign Investments* Investment Risk AnalysisSecurities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offeredthrough Cetera Investment Advisers LLC, a registered investment adviser. Cetera is underseparate ownership from any other named entity. 1502 E. Marco Polo Rd., Phoenix, AZ 85024All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.

Listed skills include Retirement Planning, Mutual Funds, Financial Services, Series 7, and 20 others.

Current workplace

Eric Webster's current company

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First Allied Securities
First Allied Securities
Financial Consultant and Investment Advisor Rep.
Phoenix, AZ, US
Website
Employees
240
AeroLeads page
4 roles

Eric Webster work experience

A career timeline built from the work history available for this profile.

Financial Consultant & Investment Advisor Rep.

Current
First Allied Securities

Eric is responsible for providing his clients with advice, education and consultation on investment selection, investment alternatives, portfolio construction, asset allocation, diversification, risk analysis and the building and accumulation of wealth over the long run. Eric provides clients with advice on all types of investment accounts including single.

May 2005 - Present

Vice President, Investments

Round Hill Securities, Inc.

Responsible for providing financial, investment and retirement advice to individuals seeking financial guidance. Developed and implemented comprehensive portfolio construction utilizing active investment management. Use asset allocation planning and modern portfolio theory software to create detailed retirement planning scenarios and risk analysis.

Feb 1997 - May 2005

Financial Consultant

Norcross Securities Inc.

Provided financial, investment and retirement advice and consultation to individuals. Responsible for all aspects of security selection and portfolio management.

Nov 1994 - Feb 1997
Team & coworkers

Colleagues at First Allied Securities

Other employees you can reach at firstallied.com. View company contacts for 240 employees →

4 education records

Eric Webster education

Ba, Emphasis In Business/Economics/Geography

Activities and Societies: Economics Undergraduate Society, College Republicans, Dean Witter Reynolds Internship

Education record

Securities & Insurance Licensing

SERIES 7 - General Securities Representative: Equity Securities, Debt Securities, Municipals, Options, Trading Markets, Margin, New.

Education record

Coronado High School
FAQ

Frequently asked questions about Eric Webster

Quick answers generated from the profile data available on this page.

What company does Eric Webster work for?

Eric Webster works for First Allied Securities.

What is Eric Webster's role at First Allied Securities?

Eric Webster is listed as Financial Consultant and Investment Advisor Rep. at First Allied Securities.

What is Eric Webster's email address?

AeroLeads has found 1 work email signal at @firstallied.com for Eric Webster at First Allied Securities.

What is Eric Webster's phone number?

AeroLeads has found 1 phone signal(s) with area code 602 for Eric Webster at First Allied Securities.

Where is Eric Webster based?

Eric Webster is based in Phoenix, Arizona, United States while working with First Allied Securities.

What companies has Eric Webster worked for?

Eric Webster has worked for First Allied Securities, Round Hill Securities, Inc., and Norcross Securities Inc..

Who are Eric Webster's colleagues at First Allied Securities?

Eric Webster's colleagues at First Allied Securities include Elizabeta Kays, Nancy Bernal, William D. Ward, Dave Ford, and Tom Coonan.

How can I contact Eric Webster?

You can use AeroLeads to view verified contact signals for Eric Webster at First Allied Securities, including work email, phone, and LinkedIn data when available.

What schools did Eric Webster attend?

Eric Webster holds Ba, Emphasis In Business/Economics/Geography from University Of Arizona.

What skills is Eric Webster known for?

Eric Webster is listed with skills including Retirement Planning, Mutual Funds, Financial Services, Series 7, 401K, Investments, Asset Allocation, and Portfolio Management.

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