Eric A Hallin

Employer firm

Advisory Solutions Group CRD 339919

$408M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TURNKEY ASSET MANAGEMENT FOR RIA FIRMS

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

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

Current Employers

Employment History

• 08/2010 → 10/2018
  Chase Investment Services Corp.
  Arroyo Grande, CA
• 10/2012 → 10/2018
  J.P. Morgan Securities Llc
  Santa Maria, CA
• 10/2018 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Luis Obispo, CA
• 12/2018 → 02/2023
  Bank Of America, N.A.
  San Luis Obispo, CA
• 02/2023 → 04/2026
  Cs Planning Corp.
  Portland, OR
• 05/2026 → Present
  Advisory Solutions Group
  Paso Robles, CA

Previous Registrations

• 2023-02-21 → 2026-06-02
  Cs Planning Corp
  Paso Robles, CA
  Portland, OR
  Paso Robles, CA
• 2018-10-01 → 2023-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Luis Obispo, CA
• 2012-10-01 → 2018-10-12
  J.P. Morgan Securities Llc
  Santa Maria, CA
  Santa Maria, CA
  Orcutt, CA
  Lompoc, CA
  Santa Maria, CA
  Paso Robles, CA
  San Luis Obispo, CA
  Medford, OR
  Atascadero, CA
• 2012-03-22 → 2012-10-01
  Chase Investment Services Corp.
  Lompoc, CA
  Arroyo Grande, CA
  Orcutt, CA
  Santa Maria, CA
  Santa Maria, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-03-20
• S63 Uniform Securities Agent State Law Examination
  2010-09-09

Other Names

• Eric Anthony Hallin