Wells Fargo Advisors
44yrs
Top advisor by experience in Paso Robles
16yrs
Eric Hallin is a fiduciary financial advisor in Paso Robles, California, with 16 years in the industry. After three years at CS Planning and four years at Merrill, Eric joined Advisory Solutions Group in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Advisory Solutions Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 24 advisors with offices in Paso Robles, and one of 23 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office1502 Spring St Suite D, Paso Robles, CA 93446
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$506,035
Advisors at the firm23
States licensed ?2 states
Services through Advisory Solutions Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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.
Career
- May 2026 – nowAdvisory Solutions GroupCurrent firm
- 2023 – 2026CS Planning CorpPreviously
- 2018 – 2023MerrillPreviously
- 2012 – 2018J.P. Morgan Securities LLCPreviously
- Mar 2012 – Oct 2012Chase Investment Services Corp.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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 Advisory Solutions Group at (763) 417-1700 and ask for Eric Hallin. Eric works from the Paso Robles, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Eric hold?
Series 63, 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?
Advisory Solutions Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.
Other advisors nearby
Stifel, Nicolaus & Company
42yrs
Top 2% by experience in California
Kestra Advisory Services
37yrs
Top 6% by experience in California
J. Dyhr Capital
35yrs
Top 8% by experience in California
Oakleaf Asset Advisors
33yrs
Top 10% by experience in California
LPL Financial
32yrs
Top 13% by experience in California