Eric Cheney, financial advisor Corvallis OR
96 score

Eric Cheney

CRD Number: 5880957
Current Firm: Turman Financial Group, LLC

Eric Cheney (CRD# 5880957) is an Investment Advisor Representative working at Turman Financial Group, LLC in Corvallis, OR and has over 5 years of experience in the finance industry. Eric Cheney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Security First Advisors Corvallis Inc. Corvallis, OR May 2011 - Current 5
Geneos Wealth Management Inc. Corvallis, OR May 2011 - Current 5
Lpl Financial Newport, OR Mar 2011 - Apr 2011 < 1
Lpl Financial Newport, OR Jan 2011 - Feb 2011 < 1
Maxim Beaverton, OR Jun 2010 - Oct 2010 < 1
University Of Portland Portland, OR Jan 2010 - Sep 2010 < 1
Draper Labs St Petersburg, FL Jan 2009 - Oct 2009 < 1
Hewlett Packard Corvallis, OR Jun 1985 - Oct 2008 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Eric A. Cheney
Phone Number: 541-753-2262
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $183,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States

OR, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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