Eric A Hallin
Investment adviser representative at Advisory Solutions Group
16 yearsExperience
2 statesRegistered in
$408.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Advisory Solutions GroupMay 2026 to now
- Cs Planning Corp.Feb 2023 to Apr 2026
- Bank of America, N.A.Dec 2018 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Feb 2023
- J.P. Morgan Securities LLCOct 2012 to Oct 2018
- Chase Investment Services Corp.Aug 2010 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5830621
- Firm CRD
- 339919