Eric
Gersch

Econologics Financial Advisors

CRD#6207237
Investment Advisor
in Largo, FL

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About this Advisor

Eric Gersch is a financial advisor based in Largo, Florida, working with Econologics Financial Advisors. Eric has previously held positions at Lincoln Financial Advisors, Lincoln Financial Advisors Corporation, and Econologics Financial Advisors. Eric has passed the Series 65 regulatory exam and is registered to provide services in California, Colorado, Florida, Louisiana, Maryland, Pennsylvania, Texas, and Virginia. Currently, Eric is part of Econologics Financial Advisors, which operates out of Largo, Florida. The firm has 17 employees and manages assets totaling $114.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Econologics Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2401 West Bay Drive Suite 603
Largo, FL 33770

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Econologics Financial Advisors Brokerage Details

Total Assets Under Management

$114,188,824

FL Average: $1,855,561,029
Total Number of Employees

17

FL Average: 62
Total Number of Accounts

465

FL Average: 2,474
Average Account Size

$245,567

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Eric Gersch Work History

2016 - Present (8 years)

Econologics Financial Advisors

2015 - 2016 (1 year)

Lincoln Financial Advisors

2013 - 2015 (2 years)

Lincoln Financial Advisors Corporation

Disclosures

Please visit the SEC profile of Eric Gersch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Econologics Financial Advisors

Liam Black
Largo, FL
Frank Schiro
Largo, FL
Eric Gersch
Largo, FL
Michael Samulski
Largo, FL
Michael Tancreti
Largo, FL
Joshua Abrahamson
Largo, FL
Zachary Abbotoni
Largo, FL
Eric Miller
Largo, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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