ERIC EDWARD SWANSON is an investment adviser representative (IAR) with state registration records since 1998, appearing at 10 firms. Currently registered with ONE CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | 2025-06-05 | present | Yes |
| EP WEALTH ADVISORS, LLC. | 2019-05-23 | 2025-07-23 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2018-08-08 | 2019-05-16 | — |
| CAPITAL MANAGEMENT SERVICES, INC. | 2018-03-01 | 2018-07-31 | — |
| REILLY FINANCIAL ADVISORS | 2015-11-17 | 2017-12-31 | — |
| LIGHTHOUSE FINANCIAL SERVICES INC | 2013-07-08 | 2015-09-17 | — |
| MERCER GLOBAL ADVISORS INC. | 2013-03-14 | 2013-04-29 | — |
| EDELMAN FINANCIAL SERVICES, LLC | 2012-05-23 | 2012-12-10 | — |
| OSAIC SERVICES, INC. | 2007-10-17 | 2012-05-25 | — |
| INDEPENDENT CAPITAL MANAGEMENT | 2002-06-24 | 1998-01-30 | — |
| INDEPENDENT CAPITAL MANAGEMENT | 1998-10-26 | 2012-04-27 | — |