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Eric Ruthman

12 Years of Experience
Atlanta, GA
3 DisclosuresBrokerSells Insurance

Eric Ruthman is a registered investment advisor, based in Atlanta, GA, with 12 years of industry experience.

Location

4401 Northside Pkwy, Nw, Suite 285, Atlanta, GA, 30327

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History

Regulatory History (3)
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Customer Dispute
July 2025
Pending
Customer Dispute
April 2025
Pending
Customer Dispute
January 2024
Settled
Other Business ActivitiesSells Insurance

Eric is a Managing Partner/CCO and Financial Advisor at Phase Line Capital LLC, an RIA firm, dedicating full-time hours. He also works as an agent selling fixed/traditional insurance products for both Fixed Insurance and PKSF, spending minimal time on each.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2021 - Present · 4 yrs 9 mos
Phase Line Capital, LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
LPL Financial LLC
August 2017 - August 2021 · 4 yrs
LPL Financial LLCBroker
August 2017 - August 2021 · 4 yrs
Edward Jones
March 2014 - August 2017 · 3 yrs 5 mos
Edward JonesBroker
February 2014 - August 2017 · 3 yrs 6 mos
State Registrations10 states
ALCODCFLGANCPATXVAWA
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 Ruthman - Financial Advisor | TrueAdvisor