Eric Loughnane, financial advisor Newtown PA
89 score

Eric Loughnane

CRD Number: 6034829
Current Firm: Insight Advisors, LLC

Eric Loughnane (CRD# 6034829) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Jeffrey Jones, financial advisor Newtown PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Newtown PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Similar Advisors
Steven Clott, financial advisor Newtown PA
Steven M. Clott
CRD# 1439761
Dedicated Investment Advisers LLC
Score
103
Company Name Location Dates Years
Insight Advisors LLC Newtown, PA Mar 2016 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Mar 2016 - Current 1
Edward Jones St Louis, MO Jul 2012 - Mar 2016 3
University Of Richmond Richmond, VA Aug 2010 - Jul 2012 1
Hilldrup Moving And Storage Richmond, VA Jun 2010 - Aug 2010 < 1
University Of Richmond Richmond, VA Aug 2009 - Aug 2010 1
Richmond Battlefield National Park Service Richmond, VA Jun 2009 - Aug 2009 < 1
University Of Richmond Richmond, VA Aug 2008 - Jun 2009 < 1
Holland Pizza Holland, PA Mar 2008 - Aug 2008 < 1
Waterloo Gardens Warminster, PA Apr 2008 - Jun 2008 < 1
Unemployed Richboro, PA Oct 2005 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Eric W. Loughnane
Phone Number: 215-550-6011
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $295,131
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, FL, NC, NJ, NY, PA, TX

Ready to hire a financial advisor? Get competitive proposals from Eric Loughnane and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.