Eric
Housman

Fifth Third Securities, Inc

CRD#2328040
Investment Advisor
in Charlotte, NC
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About this Advisor

Eric Housman is a certified financial planner who works in Charlotte, North Carolina, who has been in the advisory business for 23 years. Housman is currently employed by Fifth Third Securities, Inc. Over the course of their career, they have held roles at Bb&T Bank, Bb&T, Bb&T Investment Services, Inc, Fifth Third and Fifth Third Securities. Housman has a Series 63 license, which qualifies them as a securities representative, and can work in North Carolina. Fifth Third Securities, Inc is a registered investment firm operating in Charlotte, North Carolina. It has offices in 1,187 locations and a total of 1,333 people on staff. It controls $1 billion in assets under management across its 5,270 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves nine charities and foundations. Of its 5,270 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. Fifth Third Securities, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management largely are based on which services the firm provides the client. However, fees charged by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

201 N. Tryon Street
Charlotte, NC 28202

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,122,917,134

NC Average: $2,106,341,625
Total Number of Employees

1,414

NC Average: 34
Total Number of Accounts

6,165

NC Average: 1,972
Average Account Size

$182,144

NC Average: $1,068,125

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Eric Housman Work History

Eric has 23 years of experience.

2010 - Present (9 years)

Fifth Third

2010 - Present (9 years)

Fifth Third Securities

2009 - 2010 (1 year)

Bb&T Bank

2009 - 2010 (1 year)

Bb&T Investment Services, Inc

2000 - 2008 (8 years)

Bb&T Investment Services, Inc

1995 - 2008 (13 years)

Bb&T

Disclosures

Eric Housman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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