Eric Sigdestad, financial advisor San Diego CA
96 score

Eric Sigdestad

CRD Number: 3140614
Current Firm: Sigdestad Financial, Inc.

Eric Sigdestad (CRD# 3140614) is an Investment Advisor Representative working at Sigdestad Financial, Inc. in San Diego, CA and has over 17 years of experience in the finance industry. Eric Sigdestad 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.

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Professional Designations
Company Name Location Dates Years
Sigdestad Financial San Diego, CA Sep 2010 - Current 6
Purse Kaplan Sterling Investments Albany, NY Sep 2010 - Oct 2013 3
Linsco/private Ledger San Diego, CA Jan 2007 - Aug 2010 3
Financial Network San Diego, CA May 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Eric A. Sigdestad
Phone Number: 877-692-6800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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