Eric
Tilson
Tilson Financial Group Inc
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About this Advisor
Eric Tilson is a certified financial planner operating in New Providence, New Jersey, with 1 year of industry experience. Tilson is an advisor for Tilson Financial Group Inc. Over the course of their career, they have held roles at Lafayette College, Tilson Financial Group, American Portfolios Financial Services, Inc, Prudential Insurance, Pgim Fixed Income and The Tilson Financial Group. Tilson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Tilson Financial Group Inc is a financial advisory company based in New Providence, NJ. The investment advisory business has offices in three locations and a total of 10 people on staff. It has $504 million in total assets among its 1,642 client accounts, making it one of the larger firms in the United States by assets under management. Of its 1,642 customer accounts, 40% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. Fee types billed by Tilson Financial Group Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tilson Financial Group Inc Brokerage Details
$503,679,000
10
1,642
$306,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Tilson Work History
Eric has been registered as a financial advisor for 1 years.*
The Tilson Financial Group
Pgim Fixed Income
Prudential Insurance
American Portfolios Financial Services, Inc
Lafayette College
Tilson Financial Group
*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 Tilson 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 Tilson Financial Group Inc
New Providence, NJ
New Providence, NJ
New Providence, NJ
New Providence, NJ
West Orange, NJ
New Providence, NJ
Whitehouse Station, NJ
Whitehouse Station, NJ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
