Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Michael Light is an investment advisor representative at Hub Investment Partners, LLC, a firm based in Austin, TX. Eric has been working in the financial industry since 2009. Previously, Eric was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric has a Series 63 and Series 65 license. Eric's firm, Hub Investment Partners, LLC, specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutional clients. The firm manages over $7 billion in assets.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/04/2022 - Present
HUB Investment Partners, LLC (AUSTIN TX)
NY
02/09/2010 - 05/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/09/2010 - 12/31/2011
MERRILL LYNCH GOVERNMENT SECURITIES INC. (NEW YORK NY)
NY
09/17/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 12/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Light is the right advisor for you? Invested Better is here to help.
