![Eric Escobar, financial advisor Alta Loma CA](/img/ws/profile-blank-sq.png)
Eric Escobar (CRD# 6397248) is an Investment Advisor Representative working at Edward Jones in Alta Loma, CA and has 1 year of experience in the finance industry.
![Krishna Agnihotri, financial advisor Alta Loma CA](/img/ws/profile-blank-sq.png)
CRD# 4566630
Lpl Financial LLC
![Rebecca Albert, financial advisor Alta Loma CA](/img/ws/profile-blank-sq.png)
CRD# 4785517
Park Avenue Securities LLC
![Mark Aleman, financial advisor Alta Loma CA](/img/ws/profile-blank-sq.png)
CRD# 2922342
Infinity Financial Services Advisory
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Oct 2023 - Current | < 1 |
Capital Group | Los Angeles, CA | Sep 2014 - Sep 2023 | 9 |
Keller Williams | San Antonio, TX | May 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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