Eric Mohler, financial advisor Henderson NV
96 score

Eric Mohler

CRD Number: 5387534
Current Firm: Securities America Advisors, Inc.

Eric Mohler (CRD# 5387534) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Henderson, NV and has over 9 years of experience in the finance industry. Eric Mohler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
David Dunn, financial advisor Henderson NV
David J. Dunn
CRD# 2514757
Kingsbridge Wealth Management, Inc.
Score
100
Similar Advisors
Winfield Greenwood, financial advisor Henderson NV
Winfield C. Greenwood
CRD# 5106024
Hornor, Townsend & Kent, Inc.
Score
100
Similar Advisors
Ray Shreder, financial advisor Henderson NV
Ray J. Shreder
CRD# 1340357
Cathay Consultants Ltd.
Score
100
Professional Designations
Company Name Location Dates Years
Securities America, Inc. Henderson, NV Nov 2014 - Current 2
Securities America Advisors, Inc. La Vista, NE Nov 2014 - Current 2
Wsrp, LLC Las Vegas, NV Feb 2011 - Current 5
Fudousan LLC Las Vegas, NV Mar 2006 - Current 10
Eric S. Mohler Las Vegas, NV Feb 2006 - Current 10
Sunset Financial Services Kansas City, MO Jan 2010 - Nov 2014 4
Mohler & Mohler Cpa's Las Vegas, NV Jul 1996 - Feb 2011 14
H.d. Vest Las Vegas, NV Aug 2008 - Feb 2010 1
Planmember Securities Corporation Carpinteria, CA Oct 2007 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Eric S. Mohler
Phone Number: 402-399-9111
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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

Ready to hire a financial advisor? Get competitive proposals from Eric Mohler and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.