Eric Christofferson, financial advisor Lake Oswego OR
81 score

Eric Christofferson

CRD Number: 5908335
Current Firm: Ubs Financial Services Inc.

Eric Christofferson (CRD# 5908335) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lake Oswego, OR and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Lake Oswego, OR Aug 2017 - Current < 1
Wells Fargo Clearing Services, LLC Portland, OR Nov 2016 - Aug 2017 < 1
Wells Fargo Advisors LLC Portland, OR Dec 2012 - Nov 2016 3
Northwestern Mutual Investment Services, LLC Portland, OR Sep 2011 - Dec 2012 1
Cory Mahaffey Portland, OR Apr 2011 - Dec 2012 1
Biotronik, Inc. Lake Oswego, OR Sep 2009 - Apr 2011 1
Portland State University Portland, OR Sep 2004 - Jul 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Eric L. Christofferson
Phone Number: 201-352-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    391,710
    MILLIONS
  • Total Number of Accounts
    885,967
    ACCOUNTS
  • Average Account Value
    $442,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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