Eric Edward Ellis
Investment adviser representative at Ellis Financial Planning
12 yearsExperience
2 statesRegistered in
$180.7MFirm assets
2 yearsFirm in business
Are you Eric Edward Ellis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ellis Financial PlanningOct 2024 to now
- Raymond James Financial Services Advisors Inc.May 2015 to Oct 2024
- Ellis & Company Retirement StrategistsJun 2014 to Jan 2018
- Raymond James Financial Services, Inc.Feb 2014 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Ellis Financial Planning
Legal name: Good Steward Wealth Advisers LLC
$180.7MAssets managed
331Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5314879
- Firm CRD
- 333092