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Eric Wishan is a registered investment advisor, based in Lake Oswego, OR, with 20 years of industry experience.
Location
4949 Meadows Road, Suite 600, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2024Settled
Other Business ActivitiesSells Insurance
Eric is an Investment Advisory Representative at Carson Wealth Management Group, dedicating about a quarter of his time. He also works as an insurance agent selling life and long-term care insurance, and is a Regional Director for the Ferrari Club of North America, spending minimal time on it.
Employment History
Current Registrations
Cwm, LLC
February 2018 - Present · 8 yrs 3 mos
Cetera Wealth Services, LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Financial Advocates Advisory Services, LLC
January 2011 - January 2011 · 0 mos
LPL Financial LLC
June 2005 - February 2018 · 12 yrs 8 mos
LPL Financial LLCBroker
May 2005 - February 2018 · 12 yrs 9 mos
State Registrations14 states
ARAZCAFLKSMTNCNENMNVORSDTXWA
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.