Eric Sholberg is a registered investment advisor at Usi Securities, INC., based in Seattle, WA, with 20 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 163 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
601 Union Street, Ste 1000, Seattle, WA, 98101
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Usi Securities, INC.Broker
Usi Securities, INC.
Usi Advisors
Previous Registrations
Brighton Jones LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
G.F. Investment Services, LLCBroker
Global Retirement Partners LLC
Global Financial Private Capital, LLC
Financial Telesis, INC.
Financial Telesis INCBroker
Moreton Financial Solutions, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Financial Telesis INCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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.
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