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Eric A Hallin

CS Planning Corp.

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About Eric A Hallin

Eric Hallin is a financial advisor at CS Planning Corp. with over 12 years of experience in the industry. He has been registered with FINRA since 2010 and holds a Series 6, 7, and 66 license. Eric is a registered investment advisor in California and Texas. Previously, Eric worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Eric's specializations include financial planning and portfolio management for individuals.

Firm Information

Eric Hallin is currently registered with CS Planning Corp.. CS Planning Corp. is a financial advisor headquartered in Portland, OR. The firm offers a range of services, including financial planning and portfolio management for individuals and businesses. They manage over $957 million in assets for 4,650 clients, primarily individuals (both high-net-worth and others) and businesses.
CS Planning Corp.

3395 SW GARDEN VIEW AVE

PORTLAND, OR 97225

$957.86M

Assets Under Management

6

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Hallin’s Registration & Firm History

CA

03/29/2024 - Present

CS Planning Corp. (Paso Robles CA)

CA

10/01/2018 - 02/22/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LUIS OBISPO CA)

CA

10/01/2012 - 10/12/2018

J.P. MORGAN SECURITIES LLC (PASO ROBLES CA)

CA

08/27/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (LOMPOC CA)

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Licenses & Designations

BOTH

Issued 03/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/26/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric A Hallin.
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