EP
EP
Eric Pedersen
19 Years of Experience
Bellingham, WA
2 DisclosuresBroker
Eric Pedersen is a registered investment advisor at D.A. Davidson & CO., based in Bellingham, WA, with 19 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
12 Bellwether Way, Suite 238, Bellingham, WA, 98225
Get directionsHistory
Regulatory History (2)
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Criminal
August 2001Final Disposition
Criminal
February 1998Final Disposition
Employment History
Current Registrations
D.A. Davidson & CO.
February 2008 - Present · 18 yrs 7 mos
D.A. Davidson & CO.Broker
May 2006 - Present · 20 yrs 4 mos
State Registrations17 states
AZCACOFLGAIAIDMNMTNCNENVORPATXWAWY
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.