Eric Anthony Hallman
Investment adviser representative at Westview Investment Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$228.6MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Westview Investment AdvisorsJan 2024 to now
- Svb PrivateOct 2021 to Jan 2024
- Fidelity InvestmentsSep 2017 to Oct 2021
- Fidelity InvestmentsMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, VT).
Westview Investment Advisors
Legal name: Westview Management LLC
$228.6MAssets managed
165Clients
4Advisers
6 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
- 6582291
- Firm CRD
- 305655