Unclaimed Profile

Eric Allen Halvorsen

PHYSICIAN WEALTH ADVISORS, INC.·SALT LAKE CITY, Utah

Series 7, Series 66CFPClean record19 years registeredPHYSICIAN WEALTH ADVISORS, INC.

6820 SOUTH 900 EAST, SALT LAKE CITY, UT 84047CRD# 4974344Firm CRD# 106043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Allen Halvorsen · SALT LAKE CITY, UT

Registration

CRD #4974344 · PHYSICIAN WEALTH ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

PHYSICIAN WEALTH ADVISORS, INC.

Oct 2013 – present

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Dec 2010 – Nov 2013

SALT LAKE CITY, UT

CONTANGO CAPITAL ADVISORS, INC.

Feb 2008 – Oct 2010

SAN FRANCISCO, CA

CHASE INVESTMENT SERVICES CORP.

Sep 2007 – Jan 2008

SALT LAKE CITY, UT

CONTANGO CAPITAL ADVISORS, INC.

Jan 2007 – Aug 2007

SALT LAKE CITY, UT

ZIONS DIRECT, INC.

Aug 2006 – Dec 2006

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 22, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHYSICIAN WEALTH ADVISORS, INC.

CRD 106043 · SEC 801-63664

AUM

$1.5B

Regulatory assets under management

Employees

6,048 client accounts

Services offered by PHYSICIAN WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PHYSICIAN WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Eric Allen Halvorsen offer?

Eric Allen Halvorsen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Eric Allen Halvorsen's credentials?

Eric Allen Halvorsen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Allen Halvorsen located?

Eric Allen Halvorsen is based in SALT LAKE CITY, Utah, working with PHYSICIAN WEALTH ADVISORS, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Eric Allen Halvorsen charge for services?

Eric Allen Halvorsen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHYSICIAN WEALTH ADVISORS, INC.?

PHYSICIAN WEALTH ADVISORS, INC. has approximately 15 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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