Eric McGinnis, financial advisor Port Orchard WA
89 score

Eric McGinnis

CRD Number: 6264467
Current Firm: Pacific Asset Management, LLC

Eric McGinnis (CRD# 6264467) is an Investment Advisor Representative working at Pacific Asset Management, LLC in Port Orchard, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pacific Asset Management Port Orchard, WA Nov 2014 - Current 2
Ameriprise Financial Services,inc.. Bremerton, WA Nov 2013 - Nov 2014 1
Visor Benefits Gig Harbor, WA Nov 2012 - Nov 2013 1
American Public Life Insurance Company Gig Harbor, WA Aug 2007 - Nov 2012 5
Abacus Group, LLC Temecula, CA May 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Eric F. McGinnis
Phone Number: 360-876-1938
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    150
    MILLIONS
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $187,456
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, WA

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

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