Eric J. Linger
SHERWOOD INVESTMENTS
Redmond, WA
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CRD#: 2958820
Professional summary
Eric J Linger is a registered financial advisor currently at SHERWOOD INVESTMENTS 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 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
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 keep you informed and for us to remain up-to-date on your financial requirements. All calls are returned the same day.
On a personal level: My love for financial management began at an early age, after winning the stock-picking contest in high school. I couple this love with my financial planning and investment management experiences at Bell Labs, AT&T and Edward Jones to help individuals simplify and improve their financial lives. I am an avid photographer, play tennis, love animals and have one wife, two kids and two cats.
Question & Answer
What are your service offerings?
Eric J. Linger is a Registered...
Prior to founding Sherwood Inv...
Mr. Linger received a Bachelor...
As a financial expert with in-...
Mr. Linger puts this in writin...
If you would like to simplify ...
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eric J Linger'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®
NoneExperience
Current
May 21, 2012 - Present
SHERWOOD INVESTMENTS
RIA
CRD#: 113622
Redmond, WA
Past
January 9, 2012 - June 1, 2016
SHERWOOD INVESTMENTS
RIA
CRD#: 113622
REDMOND, WA
Past
November 24, 1997 - June 26, 1999
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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
Washington(5/21/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SHERWOOD INVESTMENTS
ERIC LINGER | SHERWOOD INVESTMENTS | SHERWOOD INVESTMENT SERVICES | LINGER, ERIC JAY | LINGER, ERIC J. | LINGER, ERIC
CRD#: 113622 / SEC#: 801-60372
RIA
Registered Investment Advisory firm - (7/13/2012 Terminated)New Jersey
Registered Investment Advisory firm - (6/1/2016 Terminated)Washington
Registered Investment Advisory firm - (5/21/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Redmond, WA
Mailing Address
Phone number
(425) 898-8989
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 79,000,000 |
Red Flags
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