Eric Thomson (CRD# 7111457) is an Investment Advisor Representative working at Coastal Financial Planning, Inc. in Lincoln, RI and has over 4 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coastal Financial Planning | Lincoln, RI | Jan 2020 - Current | 4 |
| Coastal Financial Planning | Lincoln, RI | Sep 2019 - Current | 4 |
| Edward Jones | St Louis, MO | May 2019 - Aug 2019 | < 1 |
| Staples Business Advantage | Sharon, MA | Jan 2018 - May 2019 | 1 |
| Amica Insurance | Lincoln, RI | Oct 2017 - Jan 2018 | < 1 |
| Coastal Financial Planning | Lincoln, RI | Mar 2017 - Sep 2017 | < 1 |
| Schneider Electric/apc | West Kingston, RI | Jan 2015 - Feb 2017 | 2 |
| Student | Kingston, RI | Jan 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- RI
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$175,000
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
MA, RI
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