Principal Securities
43yrs
Top advisor by experience in Great Falls
35yrs
Eric D Borggard
Financial advisor at Edward Jones
At a glance
Experience35 years (since 1991)
How that compares ?Top 2% by experience at Edward Jones
Office501 1st Ave S, Great Falls, MT 59401
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
- 2008 – 2017Wells Fargo Clearing Services, LLCPreviously
- Dec 2006 – Jan 2008A. G. Edwards & Sons, Inc.Previously
- Jun 2002 – Nov 2002Davidson Investment Advisors, Inc.Previously
- 2002 – 2004D.a. Davidson & Co.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Edward Jones at 314-515-2000 and ask for Eric D Borggard. Eric works from the Great Falls, MT office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1991, about 35 years. Top 2% by experience at Edward Jones.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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