Verified recordFinancial Services

Eric Oldham

Financial Advisor at Raymond James

Based in Vancouver, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Vancouver

Industry

Financial Services

Company size

19K

Contact information

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Email

1 credit

e•••••••@raymondjames.com

Phone

5 credits

+1 ••• •••• ••••

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Background

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 -(360)573-2419

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