Eric Weinlein, financial advisor Glendale CA

Eric Weinlein

CRD Number: 1062833
Current Firm: Wescap Group

Eric Weinlein (CRD# 1062833) is an Investment Advisor Representative working at Wescap Group in Glendale, CA and has 1 year of experience in the finance industry.

Similar Advisors
 , financial advisor Glendale CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor Glendale CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Glendale CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Company Name Location Dates Years
Wescap Group Glendale, CA Apr 1988 - Current 36

Eric Weinlein has no recent exams reported.
Contact Info for Eric A. Weinlein
Phone Number: 818-563-5170
Registered State(s):
  • CA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    920
    MILLIONS
  • Total Number of Accounts
    1,251
    ACCOUNTS
  • Average Account Value
    $735,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AZ, CA, CO, LA, NV, OR, PA, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Eric Weinlein and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.