Eric Oldham

Financial Advisor at Raymond James

Role
Financial Advisor at Raymond James
Location
Vancouver, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Raymond James

    Mar 2021 — Present · US

Education

  • Ridgefield High School

    General Studies

    1985 — 1989

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Eric Oldham — Financial Advisor at Raymond James in Vancouver, WA, US | Unifers