Eric Dwayne Whitener

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2012 → 03/2021
  Omni Star Financial Group
  Hickory, NC
• 03/2021 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Previous Registrations

• 2011-04-20 → 2021-04-08
  Omnistar Financial Group, Inc.
  Wilmington, NC

Other Businesses

1. LIFE & HEALTH INSURANCE AGENT: OFFER LIFE & HEALTH INSURANCE AS PART OF COMPREHENSIVE FINANCIAL PLANNING. TIME SPENT APPROXIMATELY 8 HOURS PER MONTH, ALL DURING TRADING HOURS. INVESTMENT RELATED ACTIVITY. 2. GRAYTON & JAMISON LLC.- NON-INVESTMENT RELATED; 6410 HAYDEN DRIVE, HICKORY, NC 28601; REAL ESTATE; MANAGING PARTNER; PASSIVE INCOME - COLLECT RENT; START DATE 4/1/2014 - CURRENT; SPENT TIME ABOUT 10 HOURS PER MONTH. 3. GRAYTON & JAMISON II LLC: MANAGING MEMBER OF LLC THAT OWNS INVESTMENT REAL ESTATE SINCE 07/2024; DOES BOOKS AND ACCOUNTING. TIME SPENT APPROXIMATELY 1 HOUR PER MONTH, NONE DURING TRADING HOURS. NOT INVESTMENT RELATED. 4. JACOBS FOR SOUTH LLC: SERVICE COMPANY FOR ADVISORY PRACTICE; MEMBER/PARTNER SINCE 03/2021. TIME SPENT APPROXIMATELY 10 HOURS PER MONTH, NONE DURING TRADING HOURS. NOT INVESTMENT RELATED ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-19