Eric McMahan (CRD# 6147868) is an Investment Advisor Representative working at Integrity Financial Group in Fort Worth, TX and has over 11 years of experience in the finance industry. Eric McMahan 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.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coiner Enterprises, LLC | Fort Worth, TX | Mar 2022 - Current | 2 |
| Coiner Enterprises, LLC | Fort Worth, TX | May 2017 - Current | 6 |
| American United Life | Fort Worth, TX | Mar 2017 - Current | 7 |
| Oneamerica Securities | Fort Worth, TX | May 2017 - Mar 2022 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Waxahachie, TX | Nov 2014 - Apr 2017 | 2 |
| Waddell & Reed, Inc. | Southlake, TX | Nov 2014 - Mar 2017 | 2 |
| Axa Advisors, LLC | New York, NY | Mar 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- TX
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts122ACCOUNTS
-
Average Account Value$167,902
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
ID, TX
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