Eric PailingCRD Number: 5042829
Current Firm: Financial Engines Advisors LLC
Eric Pailing (CRD# 5042829) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Fresno, CA and has over 15 years of experience in the finance industry.
Commonwealth Financial Network
Diversified Wealth Management Solutions, LLC
Wells Fargo Clearing Services, LLC
|Financial Engines Advisors LLC||Fresno, CA||Nov 2016 - Current||5|
|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|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management260,100MILLIONS
Total Number of Accounts1,571,621ACCOUNTS
Average Account Value$165,498
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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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