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Business Profile

Financial Services

Eric Tolbert & Associates, A financial advisory practice of Ameriprise Financial Services LLC

About

About This Business

Eric Tolbert & Associates is an investment service.

BBB Accredited Since: 5/26/2017

Years in Business: 29

Products and Services

Eric Tolbert & Associates help small business owners consider tax strategies, employee benefits and retirement plans, insurance and protection plans, business valuation and succession planning. Using an exclusive Confident Retirement approach, they work to put a plan in place to help businesses make more confident financial decisions.

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
1/23/2008
Business Started:
12/1/1996
Type of Entity:
Sole Proprietorship
Alternate Names:
Ameriprise Financial Services, LLC
Business Management:
Mr. Eric Tolbert, Financial Advisor

Additional Contact Information

Principal Contacts
Mr. Eric Tolbert, Financial Advisor
Customer Contacts
Mr. Eric Tolbert, Financial Advisor
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of ODI #29641 - NPN #2208209 for this business, issued by Ohio Department of Insurance . The expiration date of this license is 7/31/2028.

Ohio Department of Insurance

50 W. Town Street; Third Floor - Suite 300

Columbus OH 43215

614-6442658

Fax: (614) 6443743

Website

BBB records show a license number of CRD 1579826 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2026.

Financial Industry Regulatory Authority (FINRA)

1700 K Street NW

Washington DC 20006

Additional Information

Payment methods
  • Check
  • Credit Card
Check & Credit Cards 
Other Resources
National Futures Association (NFA)
300 S. Riverside Plaza, #1800
Chicago IL 60606-6615
Phone Number: 312-781-1300
Fax Number: 312-781-1467
http://www.nfa.futures.org
[email protected]
Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected]
Ohio Department of Commerce / Division of Securities
77 S. High Street 22nd Floor
Columbus OH 44321
Phone Number: (614) 644-7381
http://www.com.ohio.gov/secu
U.S. Securities & Exchange Commission (SEC) / Chicago Regional Office
175 W. Jackson Boulevard, Suite 900
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

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