Eric Lansford (CRD# 6737674) is an Investment Advisor Representative working at Sound Financial Investments, Inc. in Tacoma, WA and has over 7 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspire Capital Advisors LLC | Tacoma, WA | Aug 2023 - Current | < 1 |
| Puget Sound Financial Strategies, Inc. | Tacoma, WA | Feb 2023 - Current | 1 |
| Sound Financial Investments, Inc. | Tacoma, WA | Jun 2017 - Current | 6 |
| Laken Investments Inc. | Tacoma, WA | Aug 2016 - Current | 7 |
| Sound Financial Strategies | Tacoma, WA | Jul 1999 - Current | 24 |
| Synergy Financial Management, LLC | Tacoma, WA | May 2017 - Jun 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- WA
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts273ACCOUNTS
-
Average Account Value$150,183
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
WA
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