Erin
Neece
Fsc Securities Corporation
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About this Advisor
Erin Neece is a certified financial planner who works in Dallas, Texas, with 1 year of relevant experience. Neece currently works for Fsc Securities Corporation. Over the course of their career, Neece has held roles at Sagepoint Fincancial, Inc, Gerald L Ray & Assoc. LTD, Sagepoint Financial, Inc, Dbt Wealth Consultants, United Capital Financial Advisers, LLC, Cetera Advisor Networks, Personal Capital Advisors, Mercer Global Advisors, Fsc Securities Corporation, Bfs Advisory Group and Fsc Securities Corp. Neece holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and is approved to serve investors in Texas. Fsc Securities Corporation is an advisory company that has its headquarters in Atlanta, GA. The investment advisory business has offices in 334 locations and a total of 2,174 people on staff. It has $12 billion in total assets between its 52,792 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 94 charities and foundations. Of its 52,792 accounts, just 14% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. Fee types charged by Fsc Securities Corporation likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fsc Securities Corporation Brokerage Details
$11,745,651,239
2,174
52,792
$222,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Erin Neece Work History
Erin has been registered as a financial advisor for 1 years.*
Fsc Securities Corporation
Bfs Advisory Group
Mercer Global Advisors
United Capital Financial Advisers, LLC
Cetera Advisor Networks
Personal Capital Advisors
Dbt Wealth Consultants
Fsc Securities Corp
Sagepoint Financial, Inc
Gerald L Ray & Assoc. LTD
Sagepoint Fincancial, Inc
*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 Erin Neece 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 Fsc Securities Corporation
Traverse City, MI
Grove City, OH
Atlanta, GA
Atlanta, GA
Atlanta, GA
Langhorne, PA
Atlanta, GA
Pittsford, NY
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.
