Eric Holbrook (CRD# 5717217) is an Financial Advisor working at D.a. Davidson & Company in Logan, UT Eric has been in the financial industry since 2004. He joined D.A. Davidson in 2013 after previously working for TAB Bank, Goldman Sachs and Wells Fargo. Eric believes that everyone deserves a clear understanding of the investment process. He provides professional financial advice, while educating clients on topics such as Social Security, retirement planning, and the overall market. This education helps clients develop the confidence and skills necessary to achieve their own personal goals. Eric’s approach honors his clients’ hard work and provides them with helpful tools to save and make their money work for them. He is dedicated to providing this level of service to all his clients, and strives to be the reliable, knowledgeable advisor clients look to when navigating life’s challenges.
Eric holds a bachelor’s degree in organizational communication from Weber State University and the Certified Wealth Strategist® (CWS®) designation from the Cannon Financial Institute. The CWS® designation is granted to professionals, like Eric, who have demonstrated an advanced understanding of wealth management and the knowledge to work effectively for clients with more complex wealth issues.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Logan, UT | Dec 2021 - Current | 2 |
| D.a. Davidson & Company | Logan, UT | Nov 2013 - Dec 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
| S63 | Uniform Securities State Law Examination | Dec 2013 |
- TX
- UT
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Total Assets Under Management27,925MILLIONS
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
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- Performance-based fees
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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