Eric W. Odum

NAVIGAR ADVISORS

TAMPA, FL 33602

Some features on this profile are disabled

CRD#: 3143270

Professional summary

Eric Willard Odum is a registered financial advisor currently at NAVIGAR ADVISORS, INC. located in Tampa, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Eric has worked at 2 firms and has passed the Series 66, Series 63, Series 7 and Series 24 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.

Florida ROI COMMERCIAL PROPERTIES BROKERAGE, INC, Florida Investment Real Estate, LLC 412 E Madison St #916 Tampa FL 33602, START 11/03/2008 and 2012 respectively , TOTAL HRS MO. 30, DUTIES: SELLING REAL ESTATE, managing commercial properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Willard Odum'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®

None

Experience

Current

October 20, 2009 - Present

NAVIGAR ADVISORS, INC.

Office #1: 412 East Madison Street, #916, Tampa, FL 33602

RIA

CRD#: 150344

TAMPA, FL

Past

November 23, 1998 - January 13, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

TAMPA, FL

Past

November 18, 1998 - January 13, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(10/20/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/9/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/4/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/10/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/27/2004

General Securities Principal Examination

Current Firm

NAVIGAR ADVISORS, INC.

CRD#: 150344 / SEC#:

Florida

Registered Investment Advisory firm - (10/20/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

412 East Madison Street, #916, Tampa, FL 33602

Mailing Address

301 W Platt St #361, Tampa, FL 33602

Phone number

(813) 514-1070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 2,923,440

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

Lee Gorgas

CHARLES SCHWAB & CO., INC.

IAR

Tampa, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric W. Odum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Willard Odum's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVIGAR ADVISORS, INC.

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2000

Series 63

Date: 12/4/1998

Series 7

Date: 11/10/1998

Series 24

Date: 1/27/2004

Current Firm

NAVIGAR ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NAVIGAR ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors