ES
Eric Smith
RIDGE FALLS FINANCIAL PLANNING
BELLINGHAM, WA
CRD#: 8060520
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ES
Eric SmithRIDGE FALLS FINANCIAL PLANNING
Professional summary
Eric Smith is a registered financial advisor currently at RIDGE FALLS FINANCIAL PLANNING located in Bellingham, Washington.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. 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 Smith'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 2, 2025 - Present
RIDGE FALLS FINANCIAL PLANNING
RIA
CRD#: 335661
BELLINGHAM, WA
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(7/2/2025)
Current Firm
RF
RIDGE FALLS FINANCIAL PLANNING
RIDGE FALLS FINANCIAL PLANNING | RIDGE FALLS FINANCIAL PLANNING, LLC
CRD#: 335661 / SEC#:
Washington
Registered Investment Advisory firm - (7/2/2025 Approved)Loading...
Contact information
Main Address
Bellingham, WA
Mailing Address
Po Box 28493, Bellingham, WA 98228
Phone number
(360) 230-8601
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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