Eric J. Mcmahan

INTEGRITY FINANCIAL GROUP

Fort Worth, TX 76179

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CRD#: 6147868

Professional summary

Eric Joseph Mcmahan, CFP®, who also goes by Eric J. Mcmahan, Eric Mcmahan, is a registered financial advisor currently at INTEGRITY FINANCIAL GROUP located in Fort Worth, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Eric has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric J. Mcmahan | Eric Mcmahan

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.

Independent insurance agent; not investment related; non-variable insurance sales (fixed life and fixed annuities).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Joseph Mcmahan'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

November 2, 2022 - Present

INTEGRITY FINANCIAL GROUP

Office #1: 5748 Boat Club Road, Fort Worth, TX 76179

RIA

CRD#: 318877

Fort Worth, TX

Past

July 12, 2017 - November 8, 2022

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

Fort Worth, TX

Past

July 12, 2017 - November 8, 2022

ONEAMERICA SECURITIES, INC.

CRD#: 4173

Fort Worth, TX

Past

January 14, 2015 - April 10, 2017

WADDELL & REED

RIA

CRD#: 866

SOUTHLAKE, TX

Past

November 20, 2014 - April 10, 2017

WADDELL & REED

CRD#: 866

SOUTHLAKE, TX

Past

February 28, 2013 - November 18, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

FORT WORTH, TX

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

Texas
(11/2/2022)

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: 1/14/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/2013

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: 2/27/2013

General Securities Representative Examination

Current Firm

INTEGRITY FINANCIAL GROUP

COINER ENTERPRISES, LLC | INTEGRITY FINANCIAL GROUP

CRD#: 318877 / SEC#:

Idaho

Registered Investment Advisory firm - (6/14/2023 Approved)

Texas

Registered Investment Advisory firm - (11/2/2022 Approved)

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Contact information

Main Address

5748 Boat Club Road, Fort Worth, TX 76179

Mailing Address

Phone number

(817) 484-4814

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	238
AUM (Assets Under Management)	$ 26,765,260

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 J. Mcmahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Joseph Mcmahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY FINANCIAL GROUP

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

WADDELL & REED

WADDELL & REED

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2015

Series 63

Date: 3/20/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/27/2013

Current Firm

INTEGRITY FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FINANCIAL GROUP

TRUST BUT VERIFY

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