Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Imley is a financial advisor with Protection Point Advisors, located in Culver City, CA. Eric has been a financial advisor since 2015. Eric is registered to provide investment advice in California. Eric has Series 7, Series 66, and SIE licenses. Eric also holds the Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Selection of other advisers fees
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CA
10/10/2018 - Present
Protection Point Advisors (Culver City CA)
CA
09/08/2015 - 12/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (CULVER CITY CA)
BOTH
Issued 10/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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