Erin FurmanCRD Number: 6629224
Current Firm: Eagle Strategies LLC
Erin Furman (CRD# 6629224) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Eagle Strategies LLC||Horsham, PA||Aug 2018 - Current||3|
|Nylife Securities LLC||Newtown Square, PA||Dec 2017 - Current||4|
|Cumby Spencer & Associates||Newtown Square, PA||Nov 2017 - Current||4|
|Nylife Securities LLC||Berwyn, PA||Mar 2016 - Nov 2017||1|
|New York Life Insurance Company||Berwyn, PA||Jan 2016 - Nov 2017||1|
|Pennsylvania Liquor Control Board||Harrisburg, PA||Oct 2013 - Jan 2016||2|
|Unemployed||Malvern, PA||May 2013 - Oct 2013||< 1|
|Michigan State University College Of Law||East Lansing, MI||Aug 2010 - May 2013||2|
|Animal Legal And Historical Web Center||East Lansing, MI||Jun 2011 - Jan 2013||1|
|Mead Johnson Inc.||Glenview, IL||Oct 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
|S63||Uniform Securities State Law Examination||Jan 2017|
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VT, WA, WI, WV, WY
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