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Eric William Mccall

CRD# 5951560·Registered 2011 - 2016
Previously Registered: Being a previously registered professional could mean that Eric is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Eric William Mccall, who also goes by Eric W Mccall, was a registered financial advisor. Eric was a previously registered financial professional and started their career in finance 2011 - 2016. Eric had worked at 4 firms and has passed the Series 66 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric W Mccall

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

15 years in the financial services industry

Current & Past Employments

SANDIFER WEALTH MANAGEMENT, INC.·CRD# 166948
RIA
Mobile, AL
June 28, 2013 - May 19, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Mobile, AL
October 29, 2012 - May 3, 2013
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Mobile, AL
October 26, 2012 - July 1, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Mobile, AL
October 27, 2011 - September 24, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Mobile, AL
August 26, 2011 - September 24, 2012

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Current Firm

SW
SANDIFER WEALTH MANAGEMENT, INC.

J. E. SANDIFER FINANCIAL CONSULTANTS, INC. | SANDIFER WEALTH MANAGEMENT, INC. | SANDIFER & ASSOCIATES | J.E. SANDIFER CONSULTANTS, INC.

CRD#: 166948 / SEC#: 801-79414

Contact Information

Main Address

3615 Old Shell Road, Mobile, AL 36608

Phone Number

(251) 340-1984

# of Employees

2

Documents

Latest Form ADV

Part 2 Brochures

SANDIFER WEALTH MANAGEMENT, INC. FORM ADV BROCHURE (3/6/2023)

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2011About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Aug 2011About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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