Eric LochnerCRD Number: 5062187
Current Firm: Financial Advocates Investment Management
Eric Lochner (CRD# 5062187) is an Investment Advisor Representative working at Financial Advocates Investment Management in Portland, OR and has over 19 years of experience in the finance industry. Eric Lochner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Financial Advocates Investment Management||Portland, OR||Mar 2021 - Current||< 1|
|Cable Hill Partners, LLC||Portland, OR||Nov 2018 - Current||3|
|Mcdonald Franceschi, LLC||Portland, OR||Dec 2002 - Oct 2020||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
Total Assets Under Management4,087MILLIONS
Total Number of Accounts22,688ACCOUNTS
Average Account Value$180,160
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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