Eric Linser, financial advisor San Francisco CA

Eric Linser

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Eric J. Linser
Phone Number: 904.396.4015
Firm Website: http://www.bdo.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    894
    MILLIONS
  • Total Number of Accounts
    1,745
    ACCOUNTS
  • Average Account Value
    $512,134
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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