Eric S. Baer
Professional summary
Eric Scott Baer, CFP® is a registered financial advisor currently at ABOUND WEALTH MANAGEMENT, LLC located in Franklin, Tennessee.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Eric has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Scott Baer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
April 12, 2021 - Present
ABOUND WEALTH MANAGEMENT, LLC
Office #1: 317 Main Street Suite 201, Franklin, TN 37064April 2, 2020 - August 13, 2020
PHILIP M. WATSON, FINANCIAL ADVISOR
Primary Firm SEC Registration
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903 / SEC#: 801-108697
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2021)
Current Firm
ABOUND WEALTH MANAGEMENT, LLC
CRD#: 285903 / SEC#: 801-108697
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,104 |
| AUM (Assets Under Management) | $ 1,391,082,443 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 12/14/2023 | ||
| 01/30/2023 |
Red Flags
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