Eric Ryan Fuhrman

Current Employers

Employment History

• 07/2010 → Present
  Royal Alliance
  West Chester, PA
• 05/2014 → Present
  Key Financial, Inc.
  West Chester, PA

Other Businesses

1. KEY FINANCIAL, INC. POSITION: Chief Planning Officer NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2014 ADDRESS: 1045 Andrew Drive Suite A, West Chester PA 19380, United States DESCRIPTION: Assist Patricia Brennan with face to face client and prospect meetings. Provide oversight, strategic direction, and participation in all firm wide financial planning activities. Act as co-administrator with Patti for all matters related to Key Financial, Inc. banking, bill pay, payroll, and company retirement plan management. Preparation of monthly and annual financial statements related to Key Financial, Inc. 2. LIFE INSURANCE LICENSE POSITION: Chief Planning Officer NATURE: LIfe Insurance License INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2010 ADDRESS: 1045 A Andrew Drive, West Chester PA 19380, United States DESCRIPTION: Life insurance is a component of the overall financial planning services the firm provides. I work as a salaried employee and do not actively sell life insurance; however, part of my duties invovles providing guidance on life insurance matters.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-13

Designations