Supreme Alliance
47yrs
Top advisor by experience in Charlotte
23yrs
Eric Dade is a fiduciary financial advisor in Charlotte, North Carolina, with 23 years in the industry. Eric joined Bankers Life Advisory Services in 2016, after a year at Concourse Financial Group Securities. Eric holds the ChFC designation.
One of 4490 advisors with offices in Charlotte, and one of 4158 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 7% by experience at Bankers Life Advisory Services
Office10706 Sikes Place Suite 300, Charlotte, NC 28277
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$172,460
Advisors at the firm533
States licensed ?1 state
Services through Bankers Life Advisory Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowBankers Life Advisory Services, Inc.Current firm
- Sep 2015 – May 2016Concourse Financial Group Securities, Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Bankers Life Advisory Services at 844-553-9083 and ask for Eric Dade. Eric works from the Charlotte, NC office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2003, about 23 years. Top 7% by experience at Bankers Life Advisory Services.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Bankers Life Advisory Services reports being paid by a percentage of the assets they manage, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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