Eric Stevens, financial advisor Exeter CA
77 score

Eric Stevens

CRD Number: 3009864
Current Firm: Ameritas Investment Corp

Eric Stevens (CRD# 3009864) is an Investment Advisor Representative working at Ameritas Investment Corp in Exeter, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
20/20 Capital Management Costa Mesa, CA Nov 2015 - Current 1
Ameritas Investment Corp Lincoln, NE Apr 2013 - Current 3
Ameritas Life Insurance Corp Lincoln, NE Apr 2013 - Current 3
Valley Financial Group Exeter, CA Apr 2013 - Current 3
2020 Financial Advisers Exeter, CA Apr 2013 - Current 3
Express Employment Professionals Fresno, CA Jun 2012 - Mar 2013 < 1
Mcmillin Home Mortgage Visaliac, CA Nov 2006 - Aug 2012 5
First Horizon Home Loans Fresno, CA Feb 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Eric D. Stevens
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
77

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