Eric LinserCRD Number: 4079983
Current Firm: Bdo Wealth Advisors, LLC
Eric Linser (CRD# 4079983) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Jurika, Mills & Keifer, LLC
|Bdo Wealth Advisors, LLC||San Francisco, CA||Apr 2019 - Current||< 1|
|Naples Asset Management Company, LLC||San Francisco, CA||Jun 2016 - Apr 2019||2|
|Wealthsource Partners, LLC||San Francisco, CA||Jan 2016 - Jul 2016||< 1|
|Avant-garde Advisors LLC||San Francisco, CA||Jun 2012 - Jul 2016||4|
|Green Valley Wealth Advisors LLC||San Francisco, CA||Jun 2009 - Jan 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2000|
Total Assets Under Management894MILLIONS
Total Number of Accounts1,745ACCOUNTS
Average Account Value$512,134
- A percentage of assets under your management
- 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)
CA, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA
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