UBS Financial Services
45yrs
Top advisor by experience in Fargo
13yrs
Eric Herzog
Financial advisor at Prime Capital Financial
Eric Herzog is a fiduciary financial advisor in Fargo, North Dakota, with 13 years in the industry. After three years at United Capital Financial Advisors and a year at Park Avenue Securities, Eric joined Prime Capital Financial in 2023, a firm offering financial planning, investment management, and private fund management. Eric holds the CFP® designation.
One of 289 advisors with offices in Fargo, and one of 273 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office109 Roberts St. North, Fargo, ND 58102
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$850,430
Advisors at the firm263
States licensed ?1 state
Services through Prime Capital Financial
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowPrime Capital FinancialCurrent firm
- 2020 – 2023United Capital Financial AdvisorsPreviously
- Feb 2019 – Jul 2020Park Avenue Securities LLCPreviously
- Nov 2017 – Jan 2019Dorn & CO., Inc.Previously
Contact Eric
(800) 493-6226Firm headquarters in Overland Park, KS. Ask for Eric. 109 Roberts St. NorthFargo, ND 58102Office · Get directions Firm websiteprimefinancialtampa.com
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Prime Capital Financial at (800) 493-6226 and ask for Eric Herzog. Eric works from the Fargo, ND office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2014, about 13 years. 13 years in the industry.
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?
Prime Capital Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, 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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