EB
EB

Eric Barnes

1 Year of Experience
Sells Insurance

Location

189 S State Street, Ste 200, Clearfield, UT, 84015

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. He also owns and operates a law firm, The Law Offices of Eric B Barnes, Inc., providing legal services and managing staff, which takes up more than full-time hours. Additionally, Eric is a member manager of EB and JB Management, LLC, managing an office building, dedicating minimal time to this activity.

Employment History
Current Registrations
Portside Wealth Group, LLC
December 2025 - Present · 2 mos
Previous Registrations
Transamerica Financial Advisors, LLCBroker
January 2025 - July 2025 · 6 mos
Transamerica Financial Advisors, LLC
November 2023 - July 2025 · 1 yr 8 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.