Eric Gene Vanwinkle
Financial advisor at Raymond James Financial Services Advisors, Inc · Moline, IL
Last updated 2026-10-10
Claim your profileEric Gene Vanwinkle is a financial advisor at Raymond James Financial Services Advisors, Inc in Moline, IL, CRD 7167694. Licenses and exams on the registration: Series 66. IAPD registration began 2019-12-10.
Registration
- CRD number
- 7167694
- Registration status
- Active
- IAPD registration
- 2019-12-10
- Industry Experience
- 6 years
- Work Experience
- 25 years
- States registered
- IL, TX
Licenses and exams
- Series 66
Work history
- 2019-09 to 2019-10 · Sbs Private Wealth Management, Inc. · Moline, IL
- 2000-12 to 2019-09 · Kwqc-Tv · Davenport, IA
- 2019-10 to 2026-01 · Lpl Financial · Moline, IL
- 2026-01 to Present · Raymond James Financial Services Inc. · Moline, IL
- 2026-01 to Present · Raymond James Financial Services Advisors Inc. · Moline, IL
Current employment
- Raymond James Financial Services Advisors, Inc · Saint Petersburg, FL
Raymond James Financial Services Advisors, Inc
- Regulatory AUM
- $390,042,864,529
- Registered advisors
- 6,739
- Offices
- 4,986
- Clients per advisor
- 75.4 (Moderate)
- Average AUM per client
- $767.1K (Low)
- High-net-worth client ratio
- 18.0% (Moderate)
Raymond James Financial Services Advisors, Inc: advisors, services and reported ETF investments
About
Eric Gene Vanwinkle is a financial advisor at Raymond James Financial Services Advisors, Inc in Moline, IL. Reported securities licenses include Series 66. The latest record indicates 6 years of industry experience and 25 years of reported work history. Reported roles include Raymond James Financial Services Inc., Lpl Financial, Sbs Private Wealth Management, Inc., Kwqc-Tv.
SEC disclosures list additional business and community activities: (1)name Of Business: Sbs Financial.
Raymond James Financial Services Advisors, Inc's firm-level Form ADV reports 6,739 advisors across 4,986 offices; approximately 75.4 clients per advisor, average assets per client of $767,138, and regulatory AUM of $390B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Raymond James Financial Services Advisors, Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or Syndicator of Limited Partners
Location
615 35th Ave, Moline, IL 61265
6 advisors at this office.
Contact
The firm's filed contact details.
Official record
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