Eric Weissman (CRD# 5207047) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Woodside, CA and has over 17 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks | El Segundo, CA | Jan 2021 - Current | 3 |
Sageview Advisory Group | Irvine, CA | Mar 2018 - Current | 6 |
Forus Advisors, LLC | San Francisco, CA | Aug 2017 - Mar 2018 | < 1 |
Bpm Advisors, Inc. | Palo Alto, CA | Sep 2014 - Jul 2017 | 2 |
Lincoln Financial Advisors Corporation | Campbell, CA | Jan 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
S63 | Uniform Securities State Law Examination | Sep 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management202,573MILLIONS
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Total Number of Accounts34,543ACCOUNTS
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Average Account Value$5,864,386
- 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)
- Educational seminars/workshops
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