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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 Kuhns is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Eric is a Registered Investment Advisor (IA) and a Broker-Dealer (BD) with experience in the financial industry dating back to January 2010. Eric has experience working with individual clients as well as business and corporate clients. Eric also has experience with pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/10/2025 - Present
Cambridge Investment Research Advisors, Inc. (Arroyo Grande CA)
KS
01/11/2010 - 01/30/2013
ARI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
CA
03/16/2009 - 01/15/2010
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
03/23/2006 - 12/12/2008
EPLANNING SECURITIES, INC. (MORAGA CA)
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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