EE
Eric D. Eaton
PSI ADVISORS
Tampa, FL 33626
Some features on this profile are disabled
CRD#: 2938571
EE
Professional summary
Eric Damien Eaton is a registered financial advisor currently at PSI ADVISORS, LLC located in Tampa, Florida and LPL FINANCIAL LLC located in Tampa, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Eric has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 10/18/2016 - Westchase Professional Services - Investment Related - 13059 W Linebaugh Ave #102, Tampa FL 33626 - Real Estate Rental - start: 1/1/2006 - 0 Hours Per Month. 2) 10/18/2016 - EFS Insurance, Inc. - At Reported Business Location(s) - Insurance Agency - own and oversee operations - start: 1/1/2016 - 10 Hours Per Month/0 Hours During Securities Trading. 3) 10/18/2016 - DBG Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 1/1/2003 - 0 Hours Per Month - FIXED LIFE INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE AND LONG TERM CARE. 4) 10/18/2016 - Eaton Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - start: 1/1/2001 - 50 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 5) 10/18/2016 - Eaton Property Management - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 1/1/2005 - 1 Hour Per Month/ 0 Hours During Trading 6) 1/9/2017 - PSI Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/03/2017 - 40 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through PSI Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 01/09/2017 - PSI Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/03/2017 - 40 Hours Per Month/ 30 Hours During Trading - I provide investment advisory services through PSI Advisors, LLC, an independent investment advisor firm. I started this business activity in January, 2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 01/30/2018 - Ash Brokerage Corporation - Investment Related - 1511 N Westshore Blvd #260 Tampa, FL 33607 - Non-Variable Insurance - Start Date 01/18/2018 - 5 Hours Per Month/2 During Securities Trading. 9) 10/9/2018 - EFS Insurance - Investment Related - At Reported Business Location(s) - Other-Referrals - Start Date:02/01/2016 - 1 Hours Per Month/1 Hours During Trading - Referrals - EFS Insurance. 10) 10/9/2018 - Alton K. Cates, Jr., CPA, P.A. - Investment Related - At Reported Business Location(s) - Other-Referrals - Start Date:01/01/2007 - 1 Hours Per Month/1 Hours During Trading - Referrals - Alton K. Cates, Jr., CPA, P.A.. 11) 10/30/2018 - PSI Advisors - DBA: PSI Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:01/01/2016 - 5 Hours Per Month/5 Hours During Trading. 12) 01/04/2023 - Happy Heifers LLC - Not Investment Related - Home Based - Rep's Business - Start Date: 12/18/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 13) 08/01/2024 - EMHCRG INVESTMENTS LLC - Real Estate Rental - Investment Related - Quincy, LA - Start Date 07/31/2024 - 1 Hour Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Eric Damien Eaton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 8, 2019 - Present
PSI ADVISORS, LLC
Office #1: 13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626RIA
CRD#: 285880
Tampa, FL
Current
October 18, 2016 - Present
LPL FINANCIAL LLC
Office #1: 13059 W. Linebaugh Ave, #102, Tampa, FL 33626RIA
BD
CRD#: 6413
Tampa, FL
Past
January 11, 2017 - December 31, 2018
PSI ADVISORS, LLC
RIA
CRD#: 285880
TAMPA, FL
Past
October 19, 2016 - April 26, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
Tampa, FL
Past
July 9, 2001 - October 24, 2016
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
TAMPA, FL
Past
July 9, 2001 - October 24, 2016
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
TAMPA, FL
Past
September 9, 1997 - July 5, 2001
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PSI ADVISORS, LLC
BRANDENBURG FINANCIAL | WALKER WEALTH MANAGEMENT | TEAGUE & ASSOCIATES | PSI ADVISORS, LLC | MARK SCHEIDTER & ASSOCIATES | HUGHES & WALLINGTON INVESTMENT MANAGEMENT | EATON FINANCIAL
CRD#: 285880 / SEC#: 801-108813
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/28/2023)
RR
Arizona(10/18/2016)
RR
California(10/18/2016)
RR
Florida(10/21/2016)
IAR
Florida(3/15/2019)
RR
Georgia(10/18/2016)
RR
Illinois(2/1/2024)
RR
Louisiana(8/7/2020)
RR
Michigan(10/18/2016)
RR
Missouri(5/2/2024)
RR
New Hampshire(10/18/2016)
RR
New Jersey(5/2/2025)
RR
New York(10/18/2016)
RR
North Carolina(10/18/2016)
RR
Ohio(7/22/2025)
RR
Oklahoma(8/8/2017)
RR
South Carolina(5/2/2025)
RR
Tennessee(4/2/2025)
RR
Texas(10/18/2016)
IAR
Texas(2/8/2019)
RR
Virginia(10/18/2016)
RR
Washington(3/16/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PSI ADVISORS, LLC
BRANDENBURG FINANCIAL | WALKER WEALTH MANAGEMENT | TEAGUE & ASSOCIATES | PSI ADVISORS, LLC | MARK SCHEIDTER & ASSOCIATES | HUGHES & WALLINGTON INVESTMENT MANAGEMENT | EATON FINANCIAL
CRD#: 285880 / SEC#: 801-108813
RIA
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Contact information
Main Address
13059 W. Linebaugh Ave Ste. 102, Tampa, FL 33626
Mailing Address
Phone number
(813) 343-3860
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,249 |
| AUM (Assets Under Management) | $ 696,692,392 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PSI ADVISORS, LLC
CRD#: 285880Tampa, FL 33626TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
