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Eric Anthony Norberg

EAN EQUITY FINANCIAL SERVICES LLC·MILLERSVILLE, Maryland
Series 7, Series 63, Series 65Clean record12 years registeredEAN EQUITY FINANCIAL SERVICES LLC
8370 VETERANS HIGHWAY, MILLERSVILLE, MD 21108CRD# 1220324Firm CRD# 117064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Anthony Norberg · MILLERSVILLE, MD
Registration
CRD #1220324 · EAN EQUITY FINANCIAL SERVICES LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

EAN EQUITY FINANCIAL SERVICES LLC
Jun 2014 – present
PKS INVESTMENT ADVISORS LLC
Oct 2016 – Sep 2017
Lewes, DE
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 4, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EAN EQUITY FINANCIAL SERVICES LLC
CRD 117064 · SEC 801-118479
AUM
$127M
Regulatory assets under management
Employees
1
166 client accounts
Services offered by EAN EQUITY FINANCIAL SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EAN EQUITY FINANCIAL SERVICES LLC →
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05

Frequently Asked Questions

What services does Eric Anthony Norberg offer?
Eric Anthony Norberg specializes in Financial Planning, Investment Management. Contact their office in MILLERSVILLE, Maryland for a consultation.
What are Eric Anthony Norberg's credentials?
Eric Anthony Norberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Anthony Norberg located?
Eric Anthony Norberg is based in MILLERSVILLE, Maryland, working with EAN EQUITY FINANCIAL SERVICES LLC. Their office serves clients in the MILLERSVILLE metropolitan area and surrounding communities.
How does Eric Anthony Norberg charge for services?
Eric Anthony Norberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAN EQUITY FINANCIAL SERVICES LLC?
EAN EQUITY FINANCIAL SERVICES LLC has approximately 1 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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