ADVISOR BIO

Eric Jonathan Le Towt is an active investment advisor representative registered with Morgan Stanley. Eric is a veteran in the financial services industry, having been in the field since 1993. Throughout Eric's career, Eric has held positions at a number of prominent firms including Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, UBS Financial Services Inc., Interactive Brokers LLC, W.J. Gallagher & Company, Inc., and Reynolds Kendrick Stratton, Inc.. Eric holds several industry designations, including the prestigious Chartered Financial Analyst (CFA) designation. Eric is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states. Eric's current practice is focused on providing a wide range of financial services to individuals and institutions.

SPECIALIZATIONS

ADVISOR BIO

Eric C. Hoelter is a financial professional with over 13 years of experience in the industry. Eric is currently registered with Assetmark, Inc. in Concord, CA. Eric also has previous experience with Capital Brokerage Corporation and UVEST Financial Services Group, Inc. Eric is a Series 66, Series 7 and SIE licensed professional. Eric is a registered representative for Assetmark Brokerage, LLC, an affiliate of Assetmark, Inc., in Concord, CA.

SPECIALIZATIONS

ADVISOR BIO

Eric Kristian Peterson is a financial advisor who has been in the industry since February 1, 2015. Eric is currently registered with Morgan Stanley in California, Missouri, New York and Texas. Eric has a Series 66 license as well as the SIE and Series 7 licenses. Eric is also registered as an Investment Advisor Representative in California, Missouri and Texas. Eric is active in several states with his broker-dealer and investment advisor registrations. Eric has experience working with individual clients, high net worth individuals, corporations, investment clubs, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Eric Johnson is a financial advisor with Morgan Stanley. Eric has been in the financial services industry for over 30 years. Eric holds both Series 65 and Series 63 licenses as well as Series 7 and Series 31. Eric has been registered with Morgan Stanley since June 1, 2009. Eric has a wide range of experience and expertise in financial planning, investment management, and portfolio management. Eric specializes in helping individuals, families, and businesses reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Eric Daniel Todd is a financial advisor with Morgan Stanley, located in Visalia, California. Eric has been in the industry since March 2015 and is registered with the state of California to provide both securities and investment advisory services. Eric has earned the Series 66, Series 7, and SIE licenses and is licensed in 27 states. Eric is also active in the investment advisory business in Texas. Eric works with individuals, businesses, pension plans, insurance companies, investment companies, trusts, estates, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Eric Cline is a financial advisor registered with Morgan Stanley since 2009. Cline has been in the financial services industry since 1993. Cline has a wide range of experience, having worked previously with Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cline is licensed to advise clients in several states, including California, Nevada, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Eric Taslitz is an investment advisor representative with Lido Advisors, LLC in Los Angeles, CA. Eric is a registered Investment Advisor Representative with the State of California and Texas. Eric previously worked at UBS Financial Services Inc. in Century City, CA.

SPECIALIZATIONS

ADVISOR BIO

Eric Lamas is a financial professional with over 12 years of experience in the industry. Eric is currently registered with State Farm Investment Management Corp. as a Registered Representative (RA) in Arizona, California and Nevada. Eric is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Eric's professional designations include a Chartered Financial Consultant designation. Eric specializes in providing investment advice and financial planning services to individuals and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Eric Kendrick Lynch is a Registered Investment Advisor Representative with Scharf Investments, LLC, a firm headquartered in Los Gatos, California. Eric has worked in the securities industry since 2003. Eric has passed the Series 66 and Series 7 exams. Eric's prior registration was with David M. Polen Securities, Inc. in Boca Raton, Florida. Eric specializes in providing financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for businesses. Scharf Investments, LLC manages over $4.5 Billion in assets for their clients.

SPECIALIZATIONS

ADVISOR BIO

Eric Douglas Smith is a financial professional with over 20 years of experience in the industry. Eric is currently registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Arizona, California, Kansas, and Missouri. Eric has a strong background in insurance, having also owned Eric Smith Insurance Agency since June 2022. Eric focuses on providing personalized investment advice and financial planning services to individuals and families. Eric has experience working with clients to meet their investment goals, such as retirement planning, college savings, and estate planning. Eric holds the Series 6, Series 63, and Series 65 licenses.

SPECIALIZATIONS