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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 Jones is an investment advisor representative with Cambridge Investment Research Advisors, Inc. and has been in the industry since August 16, 2020. Eric has a Series 66, Series 7TO and SIE license. Eric is registered to provide investment advice in Texas. Eric is also registered to provide investment advisory services in Texas. Eric has worked for Cambridge Investment Research, Inc. and TDECU in the past. Eric is affiliated with the following companies: Cambridge Investment Research Advisors, Inc., POND CREEK STORAGE LLC, LITTLE RIVER LP, CIRA, LRM MANAGEMENT LLC, ERIC JONES, CANGELOSE FINANCIAL.
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
TX
02/01/2021 - Present
Cambridge Investment Research Advisors, Inc. (The Woodlands TX)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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