Eric Ludovico (CRD# 2932082) is an Investment Advisor Representative working at M Stevens Wealth Advisors, LLC in Irvine, CA and has over 26 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Stevens Wealth Advisors, LLC | Irvine, CA | Apr 2018 - Current | 6 |
| Kingswood Capital Partners | San Diego, CA | Jul 2018 - Feb 2023 | 4 |
| Accelerated Capital Group, Inc. | Costa Mesa, CA | Nov 2017 - Oct 2018 | < 1 |
| Chalice Wealth Advisors, LLC | San Diego, CA | Jul 2018 - Aug 2018 | < 1 |
| Principal | Irvine, CA | Jul 2016 - Dec 2017 | 1 |
| Principal Securities | Irvine, CA | Jul 2016 - Dec 2017 | 1 |
| Waddell & Reed, Inc. | Seal Beach, CA | Jan 2013 - Jul 2016 | 3 |
| Various Insurance Carriers For W & R Insurance Agencies | Irvine, CA | Jan 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
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- CA
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Total Assets Under Management36MILLIONS
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Total Number of Accounts222ACCOUNTS
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Average Account Value$162,129
- A percentage of assets under your management
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- Pension consulting services
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AZ, CA, ND, NV, OR, TX, WA
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