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Eric A Hallin

ADVISORY SOLUTIONS GROUP
PASO ROBLES, CA
·CRD# 5830621·16 years experience

Professional Summary

Eric A Hallin, who also goes by Eric Anthony Hallin, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Paso Robles, California. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Eric has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Anthony Hallin

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

16 years in the financial services industry

Current & Past Employments

ADVISORY SOLUTIONS GROUP·CRD# 339919
RIA
1502 Spring St Suite D, Paso Robles, CA 93446
May 1, 2026 - Present
CS PLANNING CORP·CRD# 149937
RIA
Paso Robles, CA
February 21, 2023 - June 2, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
San Luis Obispo, CA
October 1, 2018 - February 22, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
San Luis Obispo, CA
October 1, 2018 - February 22, 2023
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Paso Robles, CA
October 1, 2012 - October 12, 2018
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Paso Robles, CA
October 1, 2012 - October 12, 2018
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
RIA
Lompoc, CA
March 22, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
BD
Lompoc, CA
August 27, 2010 - October 1, 2012

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Current Firm

AS
ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | TRUE NORTH WEALTH ADVISORS | THAYER & CO TOTAL WEALTH MANAGEMENT | SELTUN FINANCIAL GROUP | SC FINANCIAL | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL | OAK & VINE WEALTH MANAGEMENT | NSR RETIREMENT & FINANCIAL SERVICES | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MATT FEVOLA WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FOCUSPOINT SOLUTIONS | CULTIVANT WEALTH | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130
RIA
Registered Investment Advisory firm - SEC (1/8/2026 Approved)

Contact Information

Main Address

505 N Highway 169 Suite 900, Plymouth, MN 55441

Phone Number

(763) 417-1700

# of Employees

50

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP - PALOUSE (8/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,062

AUM (Assets Under Management)

$408,369,935

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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

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".
AS
ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | TRUE NORTH WEALTH ADVISORS | THAYER & CO TOTAL WEALTH MANAGEMENT | SELTUN FINANCIAL GROUP | SC FINANCIAL | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL | OAK & VINE WEALTH MANAGEMENT | NSR RETIREMENT & FINANCIAL SERVICES | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MATT FEVOLA WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FOCUSPOINT SOLUTIONS | CULTIVANT WEALTH | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130
RIA
Registered Investment Advisory firm - SEC (1/8/2026 Approved)

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.
IAR
California
(5/4/2026)
IAR
Texas
(5/1/2026)

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.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2012About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2012About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2010About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eric A Hallin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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