Raymond James & Associates
45yrs
Top advisor by experience in Vancouver
20yrs
Eric McEwan has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Vancouver, Washington. Eric has been with CWM since 2015; before that, Eric spent nine years at LPL Financial. CWM offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 63% of advisors in Vancouver
Office703 Broadway Suite 605, Vancouver, WA 98660
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowCWM, LLCCurrent firm
- 2007 – 2016LPL Financial LLCPreviously
Contact Eric
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Eric. 703 Broadway Suite 605Vancouver, WA 98660Office · Get directions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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
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About Eric
How do I contact Eric?
Call CWM at (402) 330-0808 and ask for Eric McEwan. Eric works from the Vancouver, WA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2007, about 20 years. More experience than 63% of advisors in Vancouver.
What licenses does Eric hold?
Series 66. 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?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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