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Eric Holbrook

12 Years of Experience
Logan, UT
Broker

Eric Holbrook is a registered investment advisor, based in Logan, UT, with 12 years of industry experience.

Location

1594 N 160 W, Ste 110, Logan, UT, 84341

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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 is involved with Holbrook Wealth Strategies as a DBA/support company and serves as Board Chair for the Cache Valley Chamber of Commerce. These activities are not investment-related and require minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
D.A. Davidson & CO.
January 2014 - May 2025 · 11 yrs 4 mos
D.A. Davidson & CO.Broker
September 2013 - May 2025 · 11 yrs 8 mos
State Registrations34 states
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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 Holbrook - Financial Advisor | TrueAdvisor