Eric Joseph Mcmahan

Employer firm

Integrity Financial Group CRD 318877

$33.1M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 03/2017
  Waddell & Reed, Inc
  Southlake, TX
• 11/2014 → 04/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Waxahachie, TX
• 03/2017 → Present
  American United Life
  Fort Worth, TX
• 05/2017 → 03/2022
  Oneamerica Securities
  Fort Worth, TX
• 05/2017 → Present
  Coiner Enterprises, Llc
  Fort Worth, TX
• 03/2022 → Present
  Coiner Enterprises, Llc
  Fort Worth, TX

Previous Registrations

• 2017-07-12 → 2022-11-08
  Oneamerica Securities, Inc.
  Fort Worth, TX
  Indianapolis, IN
• 2015-01-14 → 2017-04-10
  Waddell & Reed
  Colleyville, TX

Other Businesses

Independent insurance agent; not investment related; non-variable insurance sales (fixed life and fixed annuities).

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-14
• S63 Uniform Securities Agent State Law Examination
  2013-03-20

Designations

• Certified Financial Planner

Other Names

• Eric J. Mcmahan
• Eric Mcmahan