Eric J Linger
Professional Summary
Eric J Linger is a registered financial advisor currently at SHERWOOD INVESTMENTS located in Redmond, Washington and MADRONA FINANCIAL & CPAS located in Redmond, Washington. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Eric has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Eric J. Linger is a Registered Investment Advisor (RIA) and the principal of Sherwood Investments. He specializes in developing customized financial strategies so clients can improve their standard of living and retire financially secure. He values the close
- personal contact he maintains with each of the clients he works with.
- Prior to founding Sherwood Investments
- Mr. Linger was the branch manager of a major Edward Jones investment office in Somerville
- NJ. He started his career as an electrical engineer at Bell Labs
- and advanced to senior executive positions in financial planning and analytical areas at AT&T.
- Mr. Linger received a Bachelor of Science in Electrical Engineering (BSEE) from Penn State
- a Master of Science in Electrical Engineering (MSEE) from New York University
- and an MBA from Monmouth University.
- As a financial expert with in-depth investment knowledge
- Mr. Linger appears on television on both the east and west coast and is quoted in national newspapers and professional publications. He completes over 30-credits of continuing education every year to keep abreast of changes and to increase his proficiency.
- Mr. Linger puts this in writing for each client that he is a fiduciary
- and always works in their best interest.
- If you would like to simplify your financial life and become more financially secure
- please visit our secure web site for more information or call us at 425-898-8989.
Biography
For twenty years I have been helping clients simplify their financial lives, improve their standard of living and sleep well at night! Their money is invested as if it were my own, but with their objectives in mind. All securities are purchased and sold without commissions, avoiding any possible conflicts of interests. The only product I sell is exceptional service, unbiased investment management, and sound investment strategies. We stay in frequent contact with you to...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
29 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2911 Bond Street, Suite 200, Everett, WA 98201Phone Number
(425) 212-3777# of Employees
18SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,813AUM (Assets Under Management)
$691,792,793Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BAUER & EVANS, INC. | MADRONA FINANCIAL SERVICES, LLC | MADRONA FINANCIAL & CPAS | BONDSTREET WEALTH MANAGEMENT, LLC | BAUER EVANS, INC. | BAUER EVANS WEALTH MANGEMENT, LLC | BAUER EVANS WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(5/21/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Eric J Linger's CRS (Customer Relationship Summary).
Services Offered by Eric
- Eric J. Linger is a Registered Investment Advisor (RIA) and the principal of Sherwood Investments. He specializes in developing customized financial strategies so clients can improve their standard of living and retire financially secure. He values the close
- personal contact he maintains with each of the clients he works with.
- Prior to founding Sherwood Investments
- Mr. Linger was the branch manager of a major Edward Jones investment office in Somerville
- NJ. He started his career as an electrical engineer at Bell Labs
- and advanced to senior executive positions in financial planning and analytical areas at AT&T.
- Mr. Linger received a Bachelor of Science in Electrical Engineering (BSEE) from Penn State
- a Master of Science in Electrical Engineering (MSEE) from New York University
- and an MBA from Monmouth University.
- As a financial expert with in-depth investment knowledge
- Mr. Linger appears on television on both the east and west coast and is quoted in national newspapers and professional publications. He completes over 30-credits of continuing education every year to keep abreast of changes and to increase his proficiency.
- Mr. Linger puts this in writing for each client that he is a fiduciary
- and always works in their best interest.
- If you would like to simplify your financial life and become more financially secure
- please visit our secure web site for more information or call us at 425-898-8989.
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