Eric
May
Mariner Independent
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About this Advisor
Eric May is a financial advisor based in Dubuque, Iowa, working with Mariner Independent. Eric has previously held positions at Mariner Platform Solutions, Intersect Wealth Advisors, LLC, Dubuque Bank & Trust, America Trust & Savings, and Honkamp Krueger & Co. Eric is registered to provide services in Iowa. Currently, Eric is part of Mariner Independent, which operates out of Dubuque, Iowa. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eric May Work History
Mariner Platform Solutions
Intersect Wealth Advisors, LLC
Dubuque Bank & Trust
America Trust & Savings
Honkamp Krueger & Co
Disclosures
Please visit the SEC profile of Eric May 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 Mariner Independent
Newport Beach, CA
Annapolis, MD
Los Angeles, CA
Brookline, MA
Ramsey, NJ
Thousand Oaks, CA
Florham Park, NJ
Palos Verdes Peninsula, CA
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