Eric Borggard (CRD# 2180555) is an Investment Advisor Representative working at Edward Jones in Great Falls, MT and has over 32 years of experience in the finance industry. Eric Borggard 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.
CRD# 3039054
State Farm Investment Management Corp.
CRD# 6717625
Edward Jones
CRD# 6116210
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Great Falls, MT | Jan 2017 - Current | 7 |
| Eagle Mount Great Falls | Great Falls, MT | Jun 2013 - Current | 10 |
| Wells Fargo Clearing Services, LLC | Great Falls, MT | Nov 2016 - Jan 2017 | < 1 |
| Wells Fargo Advisors LLC | Great Falls, MT | May 2009 - Nov 2016 | 7 |
| Montana High School Association | Great Falls, MT | Aug 2016 - Oct 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MT
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
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