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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 Coltrain is a financial advisor with LPL Financial LLC. Eric has been in the financial services industry for over 17 years and has a strong background in providing financial planning and investment advice to a wide range of clients. Eric is a Certified Financial Planner (CFP) and holds Series 6, 7, 63 and 65 licenses. He has experience working with individuals, families, businesses, and retirement plans. Eric is passionate about helping clients achieve their financial goals and is committed to providing personalized service.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
07/21/2021 - Present
LPL Financial LLC (SPOKANE WA)
WA
11/23/2020 - 07/21/2021
WADDELL & REED (SPOKANE WA)
WA
11/13/2013 - 11/23/2020
CUSO FINANCIAL SERVICES, L.P. (Spokane Valley WA)
WA
09/03/2008 - 11/14/2013
CUNA BROKERAGE SERVICES, INC. (SPOKANE WA)
CA
09/01/2005 - 08/22/2008
WAMU INVESTMENTS, INC. (SEAL BEACH CA)
MN
02/17/2005 - 08/29/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 04/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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