Eric
Humphrey

United Brokerage Services, Inc

CRD#7077764
Investment Advisor
in Parkersburg, WV

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About this Advisor

Eric Humphrey is a financial advisor working out of Parkersburg, West Virginia with a total of 1 year of industry experience. Humphrey works at United Brokerage Services, Inc. Their career trajectory has included roles at United Brokerage Services Inc, Rem Community Options and Lowes. Humphrey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in West Virginia. United Brokerage Services, Inc is a registered investment business that has its headquarters in Parkersburg, WV. The company has offices in 79 locations and a total of 100 financial advisors. It oversees $229 million in total assets between its 953 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice vary depending on the type of financial services offered. Fee types charged by United Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

514 Market Street
Parkersburg, WV 26101

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United Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$229,449,080

WV Average: $493,341,091
Total Number of Employees

100

WV Average: 16
Total Number of Accounts

953

WV Average: 1,028
Average Account Size

$240,765

WV Average: $479,904

Investment Advisory Services

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

Eric Humphrey Work History

Eric has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

United Brokerage Services Inc

2019 - 2023 (4 years)

United Brokerage Services Inc

2013 - 2019 (6 years)

Rem Community Options

2011 - 2013 (2 years)

Lowes

*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 Humphrey 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 United Brokerage Services Inc

Todd Loyal
Uniontown, PA
Gregory Dennis
Dunbar, WV
Amanda Giangola
Inwood, WV
Scott Molina
Wheeling, WV
Joseph Carter
Mc Lean, VA
Joshua Mcbride
Parkersburg, WV
Peter Warren
Martinsburg, WV
Matthew Humphrey
Vienna, VA

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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