ADVISOR BIO

Eric Medrano is a registered representative with Morgan Stanley. Eric has been working in the securities industry for over 2 years. Eric is registered to provide securities-related services in 53 states. Eric is also registered as an investment advisor representative in 2 states. Eric has passed the Series 66, Series 7TO and SIE exams. Eric has worked with First Republic Investment Management, Inc., First Republic Securities Company, LLC, Multiplier - Project Equity, Coro Northern California, LeaderSpring Center, Associated Students, San Jose State University, California Faculty Association, San Jose State University, Jeetaw Manufacturing, J.P. Morgan Securities LLC, Lake Royal Apartments, and Alameda County Social Services. Eric has experience working with a variety of clients, including individuals, businesses, and institutions. Eric is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Eric Victor Espino is a registered investment advisor representative with Morgan Stanley. Eric has been in the securities industry since July 19, 2020 and has offices in Los Angeles, CA. Eric specializes in a variety of financial services including, but not limited to, portfolio management, financial planning, and pension consulting. Eric holds the Series 66, Series 7TO, SIE, and Series 50 licenses, and is registered in 53 states and the District of Columbia.

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ADVISOR BIO

Eric Cheng is a financial advisor with over 8 years of experience in the financial industry. Eric is currently registered with Wells Fargo Clearing Services, LLC and has been registered with them since August 2024. Prior to joining Wells Fargo, Eric worked for Raymond James & Associates, Inc., Oppenheimer & Co. Inc., and J.P. Morgan Securities LLC. Eric has a wide range of experience in the financial industry, including providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Eric is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

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ADVISOR BIO

Eric Michael Farr is an investment advisor representative registered with Farther. Eric Michael Farr is licensed in South Carolina and Texas. Eric Michael Farr has been in the financial services industry since 2013 and has previous experience working for Mass Mutual Life Insurance Company, H2O Sports, Shore Beach Services, Seabreeze Marina, Solutions 4 Wealth, SC House of Representative, and University of South Carolina. Eric Michael Farr is associated with Farther, a firm based in San Francisco, CA. Farther provides financial planning, pension consulting, publication of periodicals and portfolio management for individuals. The firm has 76 investment advisor representatives and 29 licensed agents.

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ADVISOR BIO

Eric Ajlouny is a financial advisor with RBC Capital Markets, LLC, a large financial firm with over $50 billion in assets under management. Eric has been working in the financial industry since 2000. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 63 licenses. Eric specializes in working with high-net-worth individuals, businesses, and institutional clients. Eric Ajlouny's previous experience includes roles at Barclays Capital Inc. and Lehman Brothers Inc.

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ADVISOR BIO

Eric Kiel is a financial advisor at Robertson Stephens in Ketchum, ID and San Francisco, CA. Eric has been a financial advisor since 2022 and holds the Series 65 license. Eric Kiel has experience in providing financial planning and investment advice to individuals, businesses and charitable organizations. Eric Kiel also has experience in providing portfolio management services for businesses and individuals.

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ADVISOR BIO

Eric Maximilian Koenker is a financial advisor registered with Wells Fargo Clearing Services, LLC. Eric has over 8 years of experience in the financial services industry. Eric has Series 7, Series 66, and SIE licenses. Eric is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Prior to joining Wells Fargo Clearing Services, LLC, Eric worked at Sagepoint Financial, Inc. and Sagepoint Financial.

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ADVISOR BIO

Eric Thomas Magnuson is a financial advisor currently associated with Wells Fargo Clearing Services, LLC. Eric Magnuson is a registered representative with over 25 years of experience in the financial services industry. Eric Magnuson's current firm is Wells Fargo Clearing Services, LLC and has offices in Chico, CA. Prior to joining Wells Fargo Clearing Services, LLC, Eric Magnuson worked at A. G. EDWARDS & SONS, INC., BWC INVESTMENT SERVICES, INC., MARKETING ONE SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Eric Magnuson is licensed in 15 states and holds Series 7, Series 6, and Series 63 licenses.

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ADVISOR BIO

Eric A. Hale is a registered representative and investment advisor representative in the state of California, with additional registrations in Idaho and Texas. Eric A. Hale has been in the financial industry since 2014 and is currently employed by J.P. Morgan Securities LLC, based in Yorba Linda, California. Eric A. Hale's employment history also includes JPMorgan Chase Bank in La Habra, California.

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ADVISOR BIO

Eric James Blackhall is a financial advisor with Octavia Wealth Advisors LLC, based in San Diego, CA. Eric has been in the industry since 2010, having previously worked at PURSHE KAPLAN STERLING INVESTMENTS and EQUITABLE ADVISORS, LLC. Eric holds the Series 7 and Series 66 licenses. Eric also holds the Personal Financial Specialist designation. Eric specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Eric is registered with the state of California.

SPECIALIZATIONS