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 3 years of experience in the finance industry.

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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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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