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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Gordon Lahm is an Investment Advisor Representative, registered with Janney Montgomery Scott LLC. Eric has been in the industry for over 16 years. Eric is also registered as an Investment Advisor Representative in the state of Pennsylvania. Eric has held previous positions at Investment Professionals, Inc., Pershing LLC, American Enterprise Investment Services Inc., American Express Service Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Eric's specializations include financial planning, pension consulting, and educational seminars. Eric also provides portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
12/14/2016 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
03/01/2012 - 06/09/2014
INVESTMENT PROFESSIONALS, INC. (INDIANA PA)
PA
07/12/2007 - 03/29/2011
PERSHING LLC (MALVERN PA)
MN
04/23/1997 - 08/28/2001
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
12/18/1996 - 08/28/2001
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
07/10/1996 - 11/11/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/10/1996 - 11/11/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/13/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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