Eric Robert Joynt
Investment adviser representative at Prospettiva Financial
13 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$128.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Prospettiva FinancialJun 2022 to now
- Sg Long FinancialJun 2021 to May 2022
- University of MontanaFeb 2020 to Jun 2021
- Darby South State FarmNov 2019 to Feb 2020
- UnemployedOct 2019 to Nov 2019
- State Farm InsuranceMar 2015 to Sep 2019
- State Farm Vp Management Corp.Jan 2013 to Sep 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MT).
Prospettiva Financial
Legal name: Prospettiva Financial LLC
$128.7MAssets managed
294Clients
3Advisers
4 yearsIn 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
- 6140720
- Firm CRD
- 148760