Eric Inman, AAMS®, CRPC®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6195

Financial credentials

  • Accredited Asset Management Specialist℠
  • Chartered Retirement Planning Counselor℠
  • Series 7, 24, 53, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Institutional Trading, SWBC Investment Services, 2019-2021
  • Director of Fixed Income, Ameriprise Financial Services, Inc., 2018-2019
  • Director of Fixed Income, Investment Professionals, Inc., 2012-2018

Education

  • BBA Banking and Finance, University of the Incarnate Word, San Antonio, Texas

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