Erin L. Eddins

PACIFIC CREST FINANCIAL ADVISORS

Everett, WA 98201

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CRD#: 2088240

Professional summary

Erin Lee Eddins, CFP® is a registered financial advisor currently at PACIFIC CREST FINANCIAL ADVISORS, LLC located in Everett, Washington.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Erin has worked at 8 firms and has passed the Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Merchandise sales at Climate Pledge Arena (Seattle). Non-investment related. 20 hours per month (all after market close). Volunteer at Cascadia Art Museum (Edmonds). Non-investment related. 12 hours per month (all after market close).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Lee Eddins's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 1, 2022 - Present

PACIFIC CREST FINANCIAL ADVISORS, LLC

Office #1: 2828 Colby Avenue Suite 405, Everett, WA 98201

RIA

CRD#: 155774

Everett, WA

Past

May 15, 2015 - November 3, 2016

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

LYNWOOD, WA

Past

January 1, 2007 - June 29, 2009

STANCORP EQUITIES, INC.

CRD#: 19517

BELLEVUE, WA

Past

November 8, 2006 - May 15, 2015

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

LYNNWOOD, WA

Past

November 7, 2002 - November 14, 2006

INVESMART ADVISORS INC

RIA

CRD#: 108731

BELLEVUE, WA

Past

August 27, 2001 - January 1, 2007

INVESMART SECURITIES, LLC

CRD#: 104168

BELLEVUE, WA

Past

June 17, 1992 - August 30, 2001

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BOSTON, MA

Past

September 17, 1990 - April 15, 1992

SYMETRA SECURITIES, INC.

CRD#: 739

BELLEVUE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/1/2022)

IAR

Washington
(9/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/12/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/12/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/12/2002

Investment Company Products/Variable Contracts Principal Examination

Current Firm

PACIFIC CREST FINANCIAL ADVISORS, LLC

CRD#: 155774 / SEC#:

California

Registered Investment Advisory firm - (1/27/2011 Approved)

Washington

Registered Investment Advisory firm - (12/13/2010 Approved)

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Contact information

Main Address

2828 Colby Avenue Suite 405, Everett, WA 98201

Mailing Address

Phone number

(425) 609-3797

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 56,618,911

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Erin L. Eddins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Lee Eddins's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC CREST FINANCIAL ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

STANCORP EQUITIES, INC.

STANCORP INVESTMENT ADVISERS, INC.

INVESMART ADVISORS INC

INVESMART SECURITIES, LLC

SIGNATOR FINANCIAL SERVICES, INC.

SYMETRA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/1990

Series 6

Date: 9/12/1990

Series 26

Date: 3/12/2002

Current Firm

PACIFIC CREST FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PACIFIC CREST FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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