EA
Eric P. Albertson
VIENTO FINANCIAL GROUP
Hood River, OR
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CRD#: 7880374
EA
Professional summary
Eric Peter Albertson is a registered financial advisor currently at VIENTO FINANCIAL GROUP, LLC located in Hood River, Oregon.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Eric has worked at 1 firm 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Peter Albertson'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
April 30, 2024 - Present
VIENTO FINANCIAL GROUP, LLC
RIA
CRD#: 330291
Hood River, OR
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(6/12/2024)
IAR
Oregon(4/30/2024)
IAR
Washington(5/31/2024)
Current Firm
VF
VIENTO FINANCIAL GROUP, LLC
VIENTO FINANCIAL GROUP | VIENTO FINANCIAL GROUP, LLC
CRD#: 330291 / SEC#:
Colorado
Registered Investment Advisory firm - (6/12/2024 Approved)Oregon
Registered Investment Advisory firm - (3/2/2024 Approved)Washington
Registered Investment Advisory firm - (5/31/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Hood River, OR
Mailing Address
Phone number
(541) 400-1974
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 44,484,280 |
Red Flags
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