Eric Post (CRD# 4657353) is an Investment Advisor Representative working at Park Avenue Securities LLC in Claremont, CA and has over 18 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Claremont, CA | Jun 2019 - Current | 4 |
Park Avenue Securities | Claremont, CA | Jun 2019 - Current | 4 |
Park Avenue Securities | Irvine, CA | Sep 2020 - May 2021 | < 1 |
Guardian Life Insurance | Irvine, CA | Sep 2020 - May 2021 | < 1 |
Park Avenue Securities | Corona, CA | Jul 2013 - May 2021 | 7 |
Guardian Life Ins Company | Corona, CA | Jul 2013 - May 2021 | 7 |
Newport Beach | Newport Beach, CA | Jun 2019 - Aug 2020 | 1 |
Park Avenue Securities | Newport Beach, CA | Jun 2019 - Aug 2020 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2005 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- CA
- GA
- IL
- MD
- MO
- NV
- NC
- WY
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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