Eric Stevens (CRD# 3009864) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Exeter, CA and has over 10 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 6332486
Caitlin John
CRD# 4789253
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Harvest Wealth Group | Exeter, CA | Jan 2019 - Current | 5 |
| Canvas Financial | Exeter, CA | Sep 2018 - Current | 5 |
| Ameritas Investment Corp | Lincoln, NE | Apr 2013 - Current | 11 |
| Ameritas Life Insurance Corp | Lincoln, NE | Apr 2013 - Current | 11 |
| 20/20 Capital Management | Costa Mesa, CA | Nov 2015 - Dec 2018 | 3 |
| 2020 Financial Advisers | Exeter, CA | Apr 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- CA
- TX
-
Total Assets Under Management10,289MILLIONS
-
Total Number of Accounts39,033ACCOUNTS
-
Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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