Eric A. Davis

LUCID FINANCIAL PLANNING

NEDERLAND, CO

Some features on this profile are disabled

CRD#: 6065115

Professional summary

Eric Alan Davis, CFP®, who also goes by Eric Davis, is a registered financial advisor currently at LUCID FINANCIAL PLANNING located in Nederland, Colorado.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Eric Davis

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.

Beginning in 2023, Mr. Davis serves on the Board of Advisors for The Synergy Company. The Synergy Company, located at 2995 Wilderness Pl, Boulder, CO 80301, is a privately owned and operated natural supplements and nutraceuticals company since 1992 and is not investment-related. Mr. Davis receives hourly compensation for his service on the Board. Depending on the number of hours required, such compensation could equate to over 10% of Mr. Davis's total annual compensation. There is no affiliation between BSW Wealth Partners and The Synergy Company. Individuals and entities associated with The Synergy Company are clients of BSW Wealth Partners, and Mr. Davis' role with The Synergy Company could incentivize Mr. Davis to place the interests of Synergy Company-associated advisory clients over those of other clients. BSW Wealth Partners seeks to mitigate this conflict by providing full and fair disclosure to clients, enforcing compliance policies and procedures designed to ensure clients are treated in a manner consistent with an adviser's fiduciary duty, and monitoring adviser conduct and communications.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Alan Davis'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 23, 2026 - Present

LUCID FINANCIAL PLANNING

RIA

CRD#: 343677

NEDERLAND, CO

Past

November 23, 2015 - August 7, 2026

BSW WEALTH PARTNERS

RIA

CRD#: 107485

BOULDER, CO

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

Colorado
(7/23/2026)

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 65

Date: 11/23/2015

Uniform Investment Adviser Law Examination

Current Firm

LUCID FINANCIAL PLANNING

LUCID FINANCIAL PLANNING | LUCIP FINANCIAL PLANNING | LUCID FP LLC | LUCID FINANCIAL PLANNING LLC

CRD#: 343677 / SEC#:

Colorado

Registered Investment Advisory firm - (7/23/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Nederland, CO

Mailing Address

Po Box 3751, Nederland, CO 80466

Phone number

(720) 680-2886

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric A. Davis

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Alan Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUCID FINANCIAL PLANNING

BSW WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/2015

Current Firm

LUCID FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

LUCID FINANCIAL PLANNING

TRUST BUT VERIFY

Similar Advisors