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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Willer is a financial advisor with IP Financial Advisory Services LLC. Eric is based in Lone Tree, CO. Eric has been in the industry since June 2, 2005. Eric has a strong background in finance and has a wide range of experience in investment advisory services. Eric is also a Chartered Financial Analyst (CFA). Eric is licensed to provide investment advice in Alabama, California, Colorado, Georgia, Illinois, Iowa, Kansas, Michigan, Minnesota, Nebraska, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Texas, Virginia, Wisconsin, and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
CO
02/11/2025 - Present
IP Financial Advisory Services LLC (Lone Tree CO)
TX
06/15/2020 - 04/27/2021
KESTRA INVESTMENT SERVICES, LLC (IRVING TX)
TX
08/14/2015 - 06/15/2020
FUSION ANALYTICS SECURITIES LLC (DALLAS TX)
FL
08/27/2009 - 12/21/2011
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
TX
06/13/2000 - 10/31/2001
HOAK BREEDLOVE WESNESKI & CO. (DALLAS TX)
NY
09/03/1994 - 08/08/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/23/1992 - 09/19/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/19/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/19/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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