Eric Figueroa (CRD# 7458943) is an Investment Advisor Representative working at Hesperian Wealth in Ione, CA and has over 6 years of experience in the finance industry. Eric Figueroa 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.
CRD# 6247916
Chimera Wealth
CRD# 2712051
Adams Ashby Financial Advisors
CRD# 2163086
Adams Ashby Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hesperian Wealth LLC | Folsom, CA | Oct 2021 - Current | 2 |
| Hesperian Research LLC | Folsom, CA | Oct 2021 - Current | 2 |
| Im Global Partner | Walnut Creek, CA | Jun 2021 - Sep 2021 | < 1 |
| Litman Gregory | Walnut Creek, CA | Jun 2013 - May 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$17,658
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
CA
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