Eric Wooden
Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
Sikeston, MO 63801
Credentials
Series 63, Series 66
Industry experience
28 years
Eric Wooden is a financial advisor with Raymond James Financial in Sikeston, MO, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1997 and has operated his own entities, Eric Wooden LLC and WKW LLC, primarily for payroll purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation options and supported by an extensive affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
741 N. Main Street
Sikeston, MO 63801
Missouri · Texas
Eric Wooden LLC
2019 - Present (7 years)
Wkw Llc
2014 - Present (12 years)
Raymond James Financial
2009 - Present (17 years)
Raymond james Financial Services, Inc.
1997 - Present (29 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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