Eric Staab, financial advisor Boise ID
65 score

Eric Staab

CRD Number: 6092440
Current Firm: U.s. Bancorp Investments, Inc.

Eric Staab (CRD# 6092440) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Boise, ID and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Boise, ID Jul 2015 - Current 1
Edward Jones St Louis, MO Jul 2012 - May 2015 2
Buckle Bellevue, WA Jan 2010 - May 2012 2
Buckle Bellingham, WA May 2005 - Jan 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric Staab
Phone Number: 800-888-4700
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
65

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