Eric Stanton Hauser

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 08/2017
  Williams Financial Group
  Asheville, NC
• 08/2017 → Present
  Kestra Investment Services, Llc
  Asheville, NC
• 08/2017 → Present
  Kestra Advisory Services, Llc
  Asheville, NC

Previous Registrations

• 2010-03-22 → 2017-08-25
  Wfg Advisors, Lp
  Asheville, NC
• 2002-09-03 → 2010-03-25
  Valic Financial Advisors, Inc.
  Brentwood, TN
  Greensboro, NC
  Durham, NC
  Asheville, NC
  Asheville, NC
  Durham, NC

Other Businesses

Business Name: KB Elliot Financial Advisors Investment Related: Yes Address: 30 Hendersonville Rd., Ste. 2 Asheville NC 28803 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Representative Investment Advisor Representative Independent Insurance Agent Start Date: 8/23/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Registered Representative Sell and service direct mutual funds, variable annuities, fixed indexed annuities and other direct securities. Investment Advisor Representative Sell, service and manage fee-based investment accounts, financial planning and consulting. Independent Insurance Agent Sell and service fixed annuity, life and health insurance, long term care, disability income and medicare insurance.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Pkwy, Bldg. 2, Ste. 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 8/23/2017 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Investment Advisor Representative Sell, service and manage fee-based investment accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-19
• S63 Uniform Securities Agent State Law Examination
  1996-10-21