Eric
Lochner

Financial Advocates Investment Management

CRD#5062187
Investment Advisor
in Portland, OR

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About this Advisor

Eric Lochner is a certified financial planner operating out of Portland, Oregon with a total of 2 years of industry experience. Lochner works at Financial Advocates Investment Management. Throughout their career, they have worked at Cable Hill Partners, LLC, Financial Advocates Investment Management and Mcdonald Franceschi, LLC. Lochner has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Oregon. Financial Advocates Investment Management is a firm that has its headquarters in Olympia, WA. The company has offices in 71 locations and a total of 149 employees. It oversees $4 billion in assets between its 20,722 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 26 charitable organizations. Of its 20,722 client accounts, 25% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Financial Advocates Investment Management likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Portland, OR

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Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$3,580,994,144

OR Average: $3,566,627,242
Total Number of Employees

149

OR Average: 46
Total Number of Accounts

20,722

OR Average: 1,499
Average Account Size

$172,811

OR Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Eric Lochner Work History

Eric has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Financial Advocates Investment Management

2018 - 2021 (3 years)

Cable Hill Partners, LLC

2002 - 2020 (18 years)

Mcdonald Franceschi, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Lochner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Advocates Investment Management

Sara Schauermann
Cody, WY
Michael Geitner
Napa, CA
Jared Walker
Rock Springs, WY
Jonathan Davis
Spokane, WA
Jacob Sandberg
Edmonds, WA
Lora Leavenworth
Olympia, WA
Adam Reugh
Olympia, WA
Taryn Weiks
Olympia, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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