Eric
Gersch
Econologics Financial Advisors
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About this Advisor
Eric Gersch is a financial advisor operating in Largo, Florida, who has 6 years of industry experience. Gersch currently works for Econologics Financial Advisors. During their career, the advisor has held roles at Global Wine And Spirits, Lincoln Financial Advisors, Lincoln Financial Advisors Corporation and Econologics Financial Advisors. Gersch holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in California, Colorado, Florida, Louisiana, Nebraska, New Hampshire, Pennsylvania, Texas and Virginia. Econologics Financial Advisors is a financial advisory company that has its headquarters in Largo, FL. It oversees $85 million in assets under management across its 348 client accounts, making it one of the smaller investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 348 customer accounts, 58% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management depend on which services the firm provides the client. However, fees charged by Econologics Financial Advisors can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Econologics Financial Advisors Brokerage Details
$84,809,297
19
348
$243,705
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
Eric has been registered as a financial advisor for 6 years.*
Econologics Financial Advisors
Lincoln Financial Advisors
Global Wine And Spirits
Lincoln Financial Advisors Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Largo, FL
Largo, FL
Largo, FL
Largo, FL
Largo, FL
Largo, FL
Largo, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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