EA
EA

Eric Albright

25 Years of Experience
Mason, OH
Broker

Eric Albright is a registered investment advisor, based in Mason, OH, with 25 years of industry experience.

Location

3611 Socialville Foster Rd., Ste. 102, Mason, OH, 45040

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric works as an agent, dedicating a few hours per week. He is also an advisory representative of a Registered Investment Advisor (RIA), spending a few hours per week. Finally, Eric is the Vice President of Lifepoint Financial Solutions, dedicating nearly full-time hours, most of which are during trading hours.

Employment History
Current Registrations
Cambridge Investment Research, INC.
April 2014 - Present · 12 yrs 1 mo
Cambridge Investment Research Advisors, INC.
April 2014 - Present · 12 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Kms Financial Services, INC
August 2010 - April 2014 · 3 yrs 8 mos
Kms Financial Services, INC.Broker
July 2010 - April 2014 · 3 yrs 9 mos
Whitehall Financial Services, INC.
August 2006 - April 2014 · 7 yrs 8 mos
Great American Advisors, INC.Broker
August 2006 - August 2010 · 4 yrs
UBS Financial Services INC.
September 2004 - September 2006 · 2 yrs
UBS Financial Services INC.Broker
September 2004 - September 2006 · 2 yrs
Quick & Reilly, INC.
August 2002 - September 2004 · 2 yrs 1 mo
Quick & Reilly, INC.Broker
January 2002 - September 2004 · 2 yrs 8 mos
UBS Painewebber INC.Broker
July 2000 - December 2001 · 1 yr 5 mos
State Registrations9 states
CAFLGAILINKYOHPRWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Albright - Financial Advisor | TrueAdvisor