Eric Sandstrom (CRD# 6693742) is an Investment Advisor Representative working at Lpl Financial LLC in Lynnwood, WA and has over 6 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lynnwood, WA | Jul 2021 - Current | 2 |
| Greater Puget Sound Solutions (dba) | Lynnwood, WA | Aug 2017 - Jul 2021 | 3 |
| Shari And James Jenkins Inc. | Lynnwood, WA | Aug 2017 - Jul 2021 | 3 |
| Various Insurance Carriers For W & R Insurance Agencies | Snohomish, WA | Jun 2017 - Jul 2021 | 4 |
| Waddell & Reed, Inc. | Lynnwood, WA | Aug 2016 - Jul 2021 | 4 |
| Shari Jenkins | Lynnwood, WA | Jul 2016 - Jul 2021 | 5 |
| Philips Healthcare | Bothell, WA | Sep 2007 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CA
- FL
- GA
- ID
- TX
- UT
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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