Eric Runge (CRD# 4988111) is an Investment Advisor Representative working at Veritas Wealth Management in Gladstone, OR and has over 18 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veritas Wealth Management LLC | Lake Oswego, OR | Jan 2020 - Current | 4 |
| Financial Advocates Investment Management | Lake Oswego, OR | Sep 2017 - Jan 2020 | 2 |
| Lpl Financial, LLC | Lake Oswego, OR | Mar 2017 - Sep 2018 | 1 |
| Eric Runge Bands | Beaverton, OR | Feb 2017 - Aug 2018 | 1 |
| Oswego Wealth Management, Inc. | Lake Oswego, OR | Mar 2017 - Oct 2017 | < 1 |
| Waddell & Reed, Inc. | Lake Oswego, OR | Jun 2008 - Mar 2017 | 8 |
| Various Insurance Carriers For W&r Insurance Agencies | Beaverton, OR | Jun 2008 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
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Total Assets Under Management20MILLIONS
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Total Number of Accounts193ACCOUNTS
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Average Account Value$105,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
OR
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