Eric LoughnaneCRD 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.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Insight Advisors LLC||Newtown, PA||Mar 2016 - Current||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Mar 2016 - Current||2|
|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|
Total Assets Under Management266MILLIONS
Total Number of Accounts1,074ACCOUNTS
Average Account Value$247,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NC, NJ, NY, PA, TX, VA, WV
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