Eric A. Hallin

ADVISORY SOLUTIONS GROUP

PASO ROBLES, CA 93446

CRD#: 5830621

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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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Anthony Hallin

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

May 1, 2026 - Present

ADVISORY SOLUTIONS GROUP

Office #1: 1502 Spring St Suite D, Paso Robles, CA 93446

RIA

CRD#: 339919

PASO ROBLES, CA

Past

February 21, 2023 - June 2, 2026

CS PLANNING CORP

RIA

CRD#: 149937

Paso Robles, CA

Past

October 1, 2018 - February 22, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN LUIS OBISPO, CA

Past

October 1, 2018 - February 22, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN LUIS OBISPO, CA

Past

October 1, 2012 - October 12, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

PASO ROBLES, CA

Past

October 1, 2012 - October 12, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

PASO ROBLES, CA

Past

March 22, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LOMPOC, CA

Past

August 27, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LOMPOC, CA

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
(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

State Security Law Exam

IAR

Series 66

Date: 3/20/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/9/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/28/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/26/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISORY SOLUTIONS GROUP

ADVISORY SOLUTIONS GROUP | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA

Registered Investment Advisory firm - (1/8/2026 120-Day Approval)

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Contact information

Main Address

505 N Hwy 169, Plymouth, MN 55441

Mailing Address

Phone number

(763) 417-1700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP, LLC ADV 2A BROCHURE 12.09.2025 (12/9/2025)

Red Flags

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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Eric A. Hallin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CS PLANNING CORP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/20/2012

Series 63

Date: 9/9/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/28/2012

Series 6

Date: 8/26/2010

Current Firm

ADVISORY SOLUTIONS GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ADVISORY SOLUTIONS GROUP

TRUST BUT VERIFY

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