Eric Oldham
Financial Advisor at Raymond James
- Role
- Financial Advisor at Raymond James
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About Eric Oldham
I provide asset allocation strategies for a select number of families here in the greater Vancouver and Portland area. I focus on one type of client, the individual, long-term investor. Helping you achieve your long term goals is my number one priority. Specialties: retirement plans - 401k, 403b, Traditional/Roth IRAs, Life Insurance, Long Term Care Insurance, Trust services, Estate considerations, College Planning, Banking services. Business line -(36••••••19
Experience
Financial Advisor
Mar 2021 — Present · US
Education
Ridgefield High School
General Studies
1985 — 1989
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