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Eric Fehr

Advisor at Truist Advisory Services

Updated today
Truist Advisory Services logo

Firm

Truist Advisory Services

Location

Nazareth, PA 18064

Credentials

Series 63, Series 66

Industry experience

15 years

About

Eric Fehr is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and PNC Bank before joining Truist in 2021. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors managing about $67.7 billion in assets. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions through model portfolios, third-party managers, and advisor-led asset allocation.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Expertise

Based on Truist Advisory Services

Retirement income strategy Active portfolio management Cash flow / budgeting

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner

Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services: $2,500 annual base fee for newly established plans

Location

33 South Broad Street

Nazareth, PA 18064

Most active in

Pennsylvania

Work history

TRUIST ADVISORY SERVICES, INC

2021 - Present (5 years)

TRUIST INVESTMENT SERVICES, INC

2021 - Present (5 years)

Wells Fargo Clearing

2018 - 2021 (3 years)

Wells Fargo Bank, nA

2016 - 2021 (5 years)

PNC Bank

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward K

Series 66

Allentown, PA

Elk Capital Advisors, LLC

Options & derivatives strategies Annuities
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Jason A

Series 63, Series 65

Bethlehem, PA

Weyhill Investment Counsel, LLC

Tax-loss harvesting Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Robert S

CFP®, Series 63

Bloomsbury, NJ

RLS Financial Services

Annuities College savings (529s, UTMA, etc.) Debt management

Dave R

CFP®

Bethlehem, PA

Rowan Financial LLC

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

General retirement planning Real Estate Professional Approaching retirement Young Families

Jessica G

CFP®, EA

Allentown, PA

Pavilion Financial Planning

Whether you’re a tech worker who’s just received RSUs for the first time or you're a long-term employee needing a plan for all your ISOs, you’ve found the right place. I do this work because I believe everyone deserves quality financial planning. When you work with me, you get personalized, one-on-one financial guidance. That means no more sifting through heaps of personal finance articles, stressing about what you’re missing. You get a financial professional who can answer your burning questions – including the ones you didn’t think to ask. Life changes constantly – the same goes for your finances. With ongoing financial planning, you’ll get recommendations based on your unique financial situation. We’ll meet every quarter to keep your financial plans fresh, and I’m here to help you get things done. Learn more about my services here: https://www.pavilionfp.com/services/

Equity Recipients (RS/RSU, SOP, ESPP) Women Professionals Young Professionals Gen Y/Millennials (Born 1980-1995)
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Matthew S

CFA®, Series 65

Alpha, NJ

Vista Financial Services LLC

Options & derivatives strategies
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