Eric
Pritt

United Brokerage Services, Inc

CRD#5339296
Investment Advisor
in Charleston, WV

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About this Advisor

Eric Pritt is a financial advisor based in Charleston, West Virginia, working with United Brokerage Services, Inc. Eric has previously held positions at Jp Morgan Chase Bank and J.P. Morgan Securities LLC. Eric has passed the Series 66 regulatory exam and is registered to provide services in Kentucky, Pennsylvania, and West Virginia. Currently, Eric is part of United Brokerage Services, Inc, which operates out of Charleston, West Virginia. The firm has 79 offices and 101 employees. The firm manages assets totaling $249.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at United Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 66

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

4901 Maccorkle Avenue
Charleston, WV 25306

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United Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$249,745,693

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

101

WV Average: 16
Total Number of Accounts

790

WV Average: 1,028
Average Account Size

$316,134

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 Pritt Work History

2014 - Present (10 years)

J.P. Morgan Securities LLC

2011 - 2014 (3 years)

Jp Morgan Chase Bank

Disclosures

Please visit the SEC profile of Eric Pritt 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

Christopher Williams
Washington, NC
Michael Bolen
Arlington, VA
Lori Pointer
Parkersburg, WV
Todd Jorgenson
Ashburn, VA
Amanda Giangola
Inwood, WV
Eric Humphrey
Parkersburg, WV
Micheal Earl
Parkersburg, WV
Joseph Carter
Mc Lean, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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