Eric L. Dunavant
PARADIEM
Covington, LA 70433-2640
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CRD#: 3255295
Professional summary
Eric Lee Dunavant, CFP® is a registered financial advisor currently at PARADIEM, LLC located in Covington, Louisiana.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Eric has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 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. 07/17/2007 - RENAISSANCE - NOT INV REL - COMMUNITY, CIVIC AND CHARITABLE BOARD - BOARD THAT SERVES AS A LIASON FOR PRIVATED BOYS SCHOOL, ORGANIZE FUNDRAISER-HE AND TWO OTHERS MONITOR $ COUNTED BY ANOTHER GROUP AND THEN $ SENT TO THE BANK BY ANOTHER PARTY 2. 08/15/2007: NO BUSINESS NAME - TEACHER / INSTRUCTOR - I AM WORKING WITH A LOCAL PRIVATE SCHOOL TO DEVELOP AND TEACH A "LIFE SKILLS" COURSE TO SENIORS. TOPICS INCLUDE: UNDERSTANDING A PAYCHECK, BUDGETING, DANGERS OF CREDIT, INVESTING, INTERVIEWING, CAREER PLANNING, ETC. 3. 12/23/2015 - NO BUSINESS NAME - INV REL - 2895 Hwy 190 Mandeville, LA 70471 - Non-Variable Insurance - START 01/01/2010 - 5 HOURS PER MONTH 4. 2/1/2023 - IC4 Coaching & Consulting (dba Kingdom ROI Coaching and Consulting) - 510 N Jefferson Ave Covington, LA 70433 - Owner - 30 hours per month - Coaching and Consulting Company - Coaching, Teaching, Creating Content 5. 2/22/2024 - Kingdom Signet - Not Investment Related - 510 N Jefferson Ave Covington, LA 70433 - Insurance Agent & CEO - 10 hours per month - Life Insurance - Running Organization 6. 7/5/2021 - Odyssey - Not Investment Related - 510 N Jefferson Ave Covington, LA 70433 - Board Member - 5 hours per month - Organization to train and lead men - Sales, service, and training 7. 1/1/2024 - Paradiem Strategies - Not Investment Related - 510 N Jefferson Ave Covington, LA 70433 - Co-owner/President - 10 hours per month - Business Consulting Firm - Advise firm partner on running the business consulting division
CRS (Client Relationship Summary) - RIA
Click below to view Eric Lee Dunavant'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®
CFP®
Start date: 2006
Experience
Current
September 28, 2011 - Present
PARADIEM, LLC
Office #1: 510 N Jefferson Ave, Covington, LA 70433-2640RIA
CRD#: 158200
Covington, LA
Past
November 2, 2007 - October 27, 2011
LPL FINANCIAL LLC
RIA
CRD#: 6413
MANDEVILLE, LA
Past
November 2, 2007 - June 27, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
MANDEVILLE, LA
Past
September 30, 1999 - November 12, 2007
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
NEW ORLEANS, LA
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".
PL
PARADIEM, LLC
D/B/A NAMES: KARDIA PLANNING AND DUNAVANT WEALTH GROUP | PARADIEM, LLC | PARADIEM INVEST | KARDIA PLANNING, LLC | KARDIA PLANNING AND DUNAVANT WEALTH STRATEGIES | KARDIA PLANNING AND DUNAVANT WEALTH GROUP | INTENTIONAL OWNERSHIP | E SIX THIRTEEN, LLC | E SIX THIRTEEN AND DUNAVANT WEALTH STRATEGIES | DUNAVANT WEALTH STRATEGIES
CRD#: 158200 / SEC#: 801-110924
RIA
Registered Investment Advisory firm - (7/31/2017 Approved)Colorado
Registered Investment Advisory firm - (8/1/2017 Terminated)Indiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Louisiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Texas
Registered Investment Advisory firm - (8/1/2017 Terminated)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
Louisiana(9/28/2011)
IAR
Texas(1/25/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PL
PARADIEM, LLC
D/B/A NAMES: KARDIA PLANNING AND DUNAVANT WEALTH GROUP | PARADIEM, LLC | PARADIEM INVEST | KARDIA PLANNING, LLC | KARDIA PLANNING AND DUNAVANT WEALTH STRATEGIES | KARDIA PLANNING AND DUNAVANT WEALTH GROUP | INTENTIONAL OWNERSHIP | E SIX THIRTEEN, LLC | E SIX THIRTEEN AND DUNAVANT WEALTH STRATEGIES | DUNAVANT WEALTH STRATEGIES
CRD#: 158200 / SEC#: 801-110924
RIA
Registered Investment Advisory firm - (7/31/2017 Approved)Colorado
Registered Investment Advisory firm - (8/1/2017 Terminated)Indiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Louisiana
Registered Investment Advisory firm - (8/1/2017 Terminated)Texas
Registered Investment Advisory firm - (8/1/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
510 N Jefferson Ave, Covington, LA 70433-2640
Mailing Address
Phone number
(985) 727-0770
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 403 |
| AUM (Assets Under Management) | $ 466,197,031 |
Red Flags
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