Eric ImleyCRD Number: 6482154
Current Firm: Protection Point Advisors
Eric Imley (CRD# 6482154) is an Investment Advisor Representative working at Protection Point Advisors in Culver City, CA and has over 7 years of experience in the finance industry. Eric Imley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Ewg Elevate Inc. D/b/a Eagle West Group||Culver City, CA||Oct 2018 - Current||4|
|Cambridge Investment Research, Advisors Inc. D/b/a Eaglewest Grp||Fairfield, IA||Nov 2015 - Current||7|
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2015 - Dec 2017||2|
|Eric Imley Real Consulting||Rancho Palos Verdes, CA||Sep 2013 - Aug 2017||3|
|California State University, Long Beach||Long Beach, CA||Jun 2003 - Aug 2014||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2015|
Total Assets Under Management465MILLIONS
Total Number of Accounts1,378ACCOUNTS
Average Account Value$337,281
- 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)
AZ, CA, FL, MA, NY, OR, TX, UT, VA
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