UBS Financial Services
47yrs
Top advisor by experience in Greensboro
8yrs
Eric Allen is a fiduciary financial advisor in Greensboro, North Carolina, with 8 years in the industry. Eric joined Ameriprise Financial Services in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 566 advisors with offices in Greensboro, and one of 521 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3608 W Friendly Ave Suite 211, Greensboro, NC 27410
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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.
Career
- 2020 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Eric
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Eric. 3608 W Friendly Ave Suite 211Greensboro, NC 27410Office · Get directions LinkedIn pageAmeriprise Financial Services
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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 Ameriprise Financial Services at (612) 671-3131 and ask for Eric Allen. Eric works from the Greensboro, NC office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2018, about 8 years. 8 years in the industry.
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?
Ameriprise Financial Services 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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