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Eric R. Lansford
SOUND FINANCIAL INVESTMENTS
Tacoma, WA 98409
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CRD#: 6737674
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Professional summary
Eric Russell Lansford is a registered financial advisor currently at SOUND FINANCIAL INVESTMENTS, INC. located in Tacoma, Washington and ASPIRE CAPITAL ADVISORS LLC located in Tacoma, Washington.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Aspire Capital Advisors LLC; Tacoma, WA; Registered Investment Advisor; Investment Advisor Representative; Inv Rel; Started 08/2023. Sound Financial Investments, Inc.; Tacoma, WA; Registered Investment Advisor; Investment Advisor Representative/CCO/Managing Member; Inv Rel; Started 06/2017. Puget Sound Financial Strategies, Inc.; Tacoma, WA; Fixed Insurance Sales; Insurance Agent; Investment Related; Started 02/2023. LAKEN Investments, LLC; Tacoma, WA; Private Lending; Owner/Managing Member; Investment Related; Started 08/2016. Sound Financial Strategies; Tacoma, WA; Fixed Insurance Sales; Insurance Agent; Inv Rel; Started 07/1999.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Russell Lansford'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
July 21, 2017 - Present
SOUND FINANCIAL INVESTMENTS, INC.
Office #1: 4301 S. Pine St. Suite 363, Tacoma, WA 98409RIA
CRD#: 288902
Tacoma, WA
Current
August 28, 2023 - Present
ASPIRE CAPITAL ADVISORS LLC
Office #1: 4301 South Pine Street Suite 363, Tacoma, WA 98409RIA
CRD#: 298366
Tacoma, WA
Past
May 3, 2017 - June 23, 2017
SYNERGY ASSET MANAGEMENT, LLC
RIA
CRD#: 117201
Tacoma, WA
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".
AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC
CRD#: 298366 / SEC#: 801-118452
RIA
Registered Investment Advisory firm - (4/16/2020 Approved)California
Registered Investment Advisory firm - (5/29/2020 Terminated)Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)Washington
Registered Investment Advisory firm - (5/29/2020 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
Washington(7/21/2017)
Current Firm
AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC
CRD#: 298366 / SEC#: 801-118452
RIA
Registered Investment Advisory firm - (4/16/2020 Approved)California
Registered Investment Advisory firm - (5/29/2020 Terminated)Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)Washington
Registered Investment Advisory firm - (5/29/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1815 North 45th Street Suite 105, Seattle, WA 98103
Mailing Address
Phone number
(206) 939-5615
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,984 |
| AUM (Assets Under Management) | $ 1,007,298,969 |
Red Flags
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Company Information
ASPIRE CAPITAL ADVISORS LLC
CRD#: 298366Tacoma, WA 98409TRUST BUT VERIFY
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