EI

Eric Robert Irwin

IAR
RR
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Eric Robert Irwin, CFP is a registered financial advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC located in Altoona, Pennsylvania and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Altoona, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Eric has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Disclosures
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Advisor Information

ADVISOR PROFILE
Services Offered
Retirement Planning
Tax Planning
Education Planning
Investment Planning
Comprehensive Financial Planning
Estate Planning
Insurance Planning
Other Business
(1)Name of Business: Address: 892 Greenway Drive, Altoona, PA, 16601, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/12/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Preparation of individual tax returnsActivity will take place mainly from February through April 15. Majority of work done during nonbusiness hours (2)Name of Business: GBU Life Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/21/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent to sell fixed annuities and life insurance through GBU (Greater Beneficial Union), a fraternal society based out of Pittsburgh. (3)Name of Business: Irwin Financial, Inc Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company. Doing business as "independent firm name". (4)Name of Business: Irwin Real Esate Jv Address: Electric Avenue, Lewistown, PA, 17044, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 33% partner (equal partners with my brother Brian Irwin and sister Kelly Adams) (5)Name of Business: Irwin Real Estate III Address: 1200 17th Street, Altoona PA , Altoona, PA, 16601, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/3 owner of building in which we operate (6)Name of Business: Manhattan Life Insurance Company Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Other Position/Title: Agent Investment Related: Yes Start Date: 11/11/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent capable of selling a line-up of fixed annuities offered through Manhattan Life Insurance Company (7)Name of Business: NA Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 06/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sales of fixed annuity products through NSS Life (8)Name of Business: UPMC Altoona Foundation Address: 620 Howard Avenue Altoona, PA 16601, Altoona, PA, 16601, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participate in Quarterly Meetings to hear how money raised by UPMC Altoona Hospital's foundation is being invested and as a board approve/disapprove grants/requests brought before the foundation.
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CREDENTIALS
CREDENTIALS (1)
CFP: Certified Financial Planner
Certified Financial Planner
Begin Date: 2012
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (4)
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RR
Florida (5/12/2014)
RR
Pennsylvania (8/14/2000)
IAR
Pennsylvania (1/2/2009)
RR
Virginia (10/1/2019)
SRO REGISTRATIONS (1)
RR
FINRA APPROVED

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYERS
RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (#149018)
1200 Seventeenth Street, Altoona, PA, 16603
1/2/2009 - Current
BD
RAYMOND JAMES FINANCIAL SERVICES, INC. (#6694)
1200 Seventeenth Street, Altoona, PA, 16603
7/14/2000 - Current
PREVIOUS EMPLOYER (1)
RIA
RAYMOND JAMES FINANCIAL SERVICES, INC. (#6694)
4/9/2007 - 1/2/2009
Altoona, PA
EI
Claim Profile

Eric Robert Irwin

IAR
RR
CFP: Certified Financial Planner
Experience: 23 years / 2 firms
CRD#: 4218745

Eric.Irwin@RaymondJames.com
(814) 941-4411

Branch Owner

LOCATION
No current location data
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