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Our financial advice team


Eric Allen, Financial Advisor serving the Greensboro, NC area - Ameriprise Advisors

Eric Allen

Financial Advisor

Fiduciam Financial
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Qualifications

  • Series 7, 63 and 65 Licenses
  • Securities Industry Essentials (SIE)
  • Life, Health and Variable Annuity License for NC
  • Medicare Supplement and Long-Term Care License for NC

Education

  • Bachelor of Science– Finance (2018), University of North Carolina at Greensboro, Greensboro, NC,

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

I enjoy exploring the Greensboro area to try out new restaurants, locally owned businesses and breweries and you can often find me at many of the local festivals downtown.

My family is important to me and we are all local to the triad area, being a part of a practice that grows organically and focuses on legacy planning to ensure the protection and well being of our clients and their families is something that resonates with me and is a fulfilling part of being a team member with Edmonds, Hunt & Associates.