EH
Eric A. Hallin
CS PLANNING CORP
Paso Robles, CA 93446
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CRD#: 5830621
EH
Professional summary
Eric A Hallin, who also goes by Eric Anthony Hallin, is a registered financial advisor currently at CS PLANNING CORP 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 4 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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric A Hallin'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
February 21, 2023 - Present
CS PLANNING CORP
Office #1: 1502 Spring Street, Suite #d, Paso Robles, CA 93446RIA
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
BD
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
BD
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.
BD
CRD#: 25574
LOMPOC, CA
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".
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 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(2/21/2023)
IAR
Texas(3/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3395 Sw Garden View Ave, Portland, OR 97225
Mailing Address
Phone number
(503) 292-5853
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (37 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 6,132 |
| AUM (Assets Under Management) | $ 1,266,223,484 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CS PLANNING CORP
CRD#: 149937Paso Robles, CA 93446TRUST BUT VERIFY
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