Eric Loughnane is a registered investment advisor at Insight Advisors, LLC, based in Newtown, PA, with 12 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 899 clients with $790M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only
Assets Under Management
$785.6M
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Location
10 N. State Street, Newtown, PA, 18940
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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.
Learn about disclosures →Employment History
Current Registrations
Insight Advisors, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cordatus Wealth Management LLC
March 2018 - March 2022 · 4 yrs
Prospera Financial Services, INC.Broker
February 2018 - March 2022 · 4 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
March 2016 - February 2018 · 1 yr 11 mos
Insight Advisors, LLC
March 2016 - February 2018 · 1 yr 11 mos
Edward Jones
June 2013 - March 2016 · 2 yrs 9 mos
Edward JonesBroker
May 2013 - March 2016 · 2 yrs 10 mos
State Registrations1 state
PA
Advisor
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.