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Advisors / Pennsylvania / Punxsutawney
21yrs

Eric Britton

Financial advisor at Osaic Institutions

Eric Britton has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Punxsutawney, Pennsylvania. Eric has been with Osaic Institutions since 2015; before that, Eric spent five years at Essex National Securities. Osaic Institutions offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3 advisors with offices in Punxsutawney, and one of 2 fiduciaries.

Punxsutawney, PA 15767Fiduciary advisor

At a glance

Experience21 years (since 2006)
How that compares ?More experience than 63% of advisors nationwide
Office573 West Mahoning Street, Punxsutawney, PA 15767
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state

Services through Osaic Institutions

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2015 – now
  2. 2010 – 2015
    Essex National Securities, LLCPreviously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Osaic Institutions at 203-599-6000 and ask for Eric Britton. Eric works from the Punxsutawney, PA office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2006, about 21 years. More experience than 63% of advisors nationwide.

What licenses does Eric hold?

Series 63, Series 65. 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?

Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, 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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