Eric Cortez (CRD# 2545829) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Hermosa Beach, CA and has over 29 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verus Capital Partners, LLC | Hermosa Beach, CA | May 2019 - Current | 4 |
| Securities America, Inc. | Hermosa Beach, CA | May 2019 - Current | 4 |
| Wells Fargo Advisors Financial Network, LLC | Henderson, NV | Jan 2018 - Apr 2019 | 1 |
| Wells Fargo Clearing Services, LLC | Henderson, NV | Nov 2016 - Jan 2018 | 1 |
| Wells Fargo Advisors LLC | Henderson, NV | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
- CA
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Total Assets Under Management1,564MILLIONS
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Total Number of Accounts6,591ACCOUNTS
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Average Account Value$237,365
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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