Eric Pailing, financial advisor Fresno CA

Eric Pailing

CRD Number: 5042829
Current Firm: Edelman Financial Engines

Eric Pailing (CRD# 5042829) is an Investment Advisor Representative working at Edelman Financial Engines in Fresno, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Fresno, CA Nov 2016 - Current 7
Tmfs Advisors, LLC Oveland Park, KS Sep 2014 - Nov 2016 2
Pfs Investments Inc. Fresno, CA May 2010 - Aug 2014 4
Primerica Financial Services Fresno, CA Nov 2003 - Aug 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S65 NASAA Investment Advisors Law Examination Dec 2014
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric T. Pailing
Phone Number: 408-498-6000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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