If you need more lookups,
subscriptions start at $34 USD/month.
Eric Brotman Location
Washington, DC, US
Eric Brotman Work
Chief Growth Officer @ (January 2026 - Present)
Chief Executive Officer and Advisor @ (December 2018 - January 2026)
President and Managing Principal @ (October 2003 - December 2018)
Registered Representative and IAR @ Kestra Investment Services, LLC and Kestra Advisory Services, LLC, formerly NFP (January 2002 - Present)
Eric Brotman Education
University of Pennsylvania
BA (English)
1990-1994
St. Paul's School for Boys
H.S. (General Studies)
1983-1990
Eric Brotman Skills
Retirement Planning
Estate Planning
Strategic Financial Planning
Wealth Management
Financial Advisory
IRAs
Asset Management
Financial Services
Insurance
Wealth Management Services
Finance
Asset Managment
Public Speaking
Small Business
Personal Finance
Strategy
Asset Allocation
Business Planning
Portfolio Management
Investment Management
Entrepreneurship
Wealth
Alternative Investments
Program Management
Succession Planning
Personal Financial Planning
Business Development
Long-term Care
Fixed Annuities
Investment Strategies
Managerial Finance
Certified Financial Planner
Leadership
Sales
Investments
Long Term Care
Project Management
Services
Hospitals
Eric Brotman Summary
Eric Brotman, based in Washington, DC, US, is currently a Chief Growth Officer at BFG Financial Advisors. Eric Brotman brings experience from previous roles at BFG Financial Advisors, Brotman Financial Group, Inc. and Kestra Investment Services, LLC and Kestra Advisory Services, LLC, formerly NFP . Eric Brotman holds a 1990 - 1994 BA in English @ University of Pennsylvania. With a robust skill set that includes Retirement Planning, Estate Planning, Strategic Financial Planning, Wealth Management, Financial Advisory and more. Eric Brotman has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Eric Brotman?
Find contact details for 700 million professionals.