Erin Furman, financial advisor Vienna VA

Erin Furman

CRD 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.

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Reframe Wealth, LLC
Company Name Location Dates Years
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
Contact Info for Erin A. Furman
Phone Number: (888) 695-3245
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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