Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ludovico is an Investment Advisor Representative with IP Financial Advisory Services LLC. Eric has been active in the financial industry since 1997. Eric has held previous roles with M Stevens Securities, LLC, Kingswood Capital Partners, LLC, Accelerated Capital Group, Principal Securities, Inc., Waddell & Reed, Crown Capital Securities, L.P., Questar Capital Corporation, National Planning Corporation, Sunamerica Securities, Inc., Teachers Personal Investors Services, Inc., Franklin/Templeton Distributors, Inc., and WMA Securities, Inc.
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
CA
01/30/2025 - Present
IP Financial Advisory Services LLC (Irvine CA)
CA
06/07/2023 - 07/29/2024
M STEVENS SECURITIES, LLC (IRVINE CA)
CA
07/09/2018 - 02/01/2023
KINGSWOOD CAPITAL PARTNERS, LLC (Irvine CA)
CA
12/11/2017 - 10/02/2018
ACCELERATED CAPITAL GROUP (Costa Mesa CA)
CA
07/28/2016 - 12/07/2017
PRINCIPAL SECURITIES, INC. (IRVINE CA)
CA
01/17/2013 - 08/08/2016
WADDELL & REED (COSTA MESA CA)
CA
10/29/2010 - 01/31/2013
CROWN CAPITAL SECURITIES, L.P. (SAN JUAN CAPISTRANO CA)
CA
06/30/2009 - 10/29/2010
QUESTAR CAPITAL CORPORATION (SANTA ANA CA)
CA
02/26/2002 - 06/25/2009
NATIONAL PLANNING CORPORATION (IRVINE CA)
AZ
12/10/2001 - 03/12/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
11/03/1999 - 11/21/2001
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
CA
07/23/1998 - 10/29/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
GA
09/09/1997 - 12/31/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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