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Eric D. Toubin
PAINTED PORCH ADVISORS LLC
SANTA BARBARA, CA 93105
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CRD#: 4266869
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Professional summary
Eric David Toubin is a registered financial advisor currently at PAINTED PORCH ADVISORS LLC located in Santa Barbara, California.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eric has worked at 6 firms and has passed the Series 63, SIE and Series 7 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.
1. 11108 North Florida Ave, LLC; 1406 Terrace Drive, Tulsa, OK 74104; Own and lease real estate; Manager; 03/31/2021; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 2. Alabama Twenty, LLC; 2 N Jackson St, Ste 605, Montgomery, AL 36104; Rental Properties; Manager; 09/15/2021; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 3. Oklahoma Properties Thirtyfive, LLC; 1883 W Royal Hunte Drive, Ste 200A, Cedar City, UT 84720; Rental Property; Manager; 11/08/2021; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 4. Tennessee Forty, LLC: 1883 W Royal Hunte Drive, Ste 200A, Cedar City, UT 84720; Rental Properties; Manager; 12/21/2021; 0 Hours per Day; Not Investment-Related. Investment-Related.
CRS (Client Relationship Summary) - RIA
Click below to view Eric David Toubin'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
September 20, 2024 - Present
PAINTED PORCH ADVISORS LLC
Office #1: 115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105RIA
CRD#: 304375
SANTA BARBARA, CA
Past
June 5, 2015 - June 13, 2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
NEWPORT BEACH, CA
Past
September 8, 2010 - June 5, 2015
STERNE, AGEE & LEACH, INC.
BD
CRD#: 791
NEW YORK, NY
Past
March 24, 2009 - September 16, 2010
JEFFERIES HIGH YIELD TRADING, LLC
BD
CRD#: 47363
STAMFORD, CT
Past
March 2, 2009 - September 16, 2010
JEFFERIES LLC
BD
CRD#: 2347
STAMFORD, CT
Past
December 5, 2000 - March 5, 2009
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PAINTED PORCH ADVISORS LLC
PAINTED PORCH | PAINTED PORCH ADVISORS LLC
CRD#: 304375 / SEC#: 801-122861
RIA
Registered Investment Advisory firm - (12/10/2021 Approved)California
Registered Investment Advisory firm - (1/22/2022 Terminated)Texas
Registered Investment Advisory firm - (12/23/2021 Terminated)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(9/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PAINTED PORCH ADVISORS LLC
PAINTED PORCH | PAINTED PORCH ADVISORS LLC
CRD#: 304375 / SEC#: 801-122861
RIA
Registered Investment Advisory firm - (12/10/2021 Approved)California
Registered Investment Advisory firm - (1/22/2022 Terminated)Texas
Registered Investment Advisory firm - (12/23/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105
Mailing Address
Phone number
(805) 567-4288
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 788 |
| AUM (Assets Under Management) | $ 518,150,822 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PAINTED PORCH ADVISORS LLC
CRD#: 304375Santa Barbara, CA 93105TRUST BUT VERIFY
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