Stonex Advisors
41yrs
Top advisor by experience in Nazareth
22yrs
Eric Fehr has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Nazareth, Pennsylvania. After three years at Wells Fargo Advisors, Eric joined Truist Advisory Services in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Truist Advisory Services reports being paid through a percentage of assets and flat fees.
One of 17 advisors with offices in Nazareth, and one of 15 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office33 S Broad St, Nazareth, PA 18064
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowTruist Advisory Services, Inc.Current firm
- 2019 – 2021Wells Fargo Clearing Services, LLCPreviously
Contact Eric
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for Eric. 33 S Broad StNazareth, PA 18064Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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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 Truist Advisory Services at (800) 874-4770 and ask for Eric Fehr. Eric works from the Nazareth, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
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?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed 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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