Eric Webster

Background

About Eric Webster

Licensed investment professional with over 20 years of financial industry experience in advising and consulting people on the management of personal and family financial matters. Substantial experience in helping people with their financial and investment matters during 4 critical life transitions including: JOB CHANGE, RETIREMENT, DEATH & DIVORCE. These four life altering events almost always carry significant financial ramifications and require detailed thought, analysis, planning and action. Eric understands that every client is different, and he helps tailor and build customized investment portfolios to meet the individual needs and risk tolerance of each client. Eric recommends all investors check the background of their Investment Professional by going to the following website (copy & paste website address below to your internet browser): Eric is registered and licensed to conduct securities business in the following states: Alaska Arizona California Georgia Massachusetts Nevada Ohio Texas Utah Specialties:* Job Change - 401k, Pension & Profit Sharing to IRA Rollovers * Retirement Planning * Inheritance of Assets at Death * Distribution of Divorce Assets * Asset Allocation * Mutual Funds * Variable Annuities * Individual Stocks & Bonds * Foreign Investments * Investment Risk Analysis Securities offered through First Allied Securities, Inc, A Registered Broker Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, a registered investment adviser. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.