Eric YudisCRD Number: 1809579
Current Firm: U.s. Bancorp Investments, Inc.
Eric Yudis (CRD# 1809579) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Los Angeles, CA and has over 29 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|U.s. Bancorp Investments, Inc.||Los Angeles, CA||May 2012 - Current||5|
|Chase Investment Services Corp.||Los Angeles, CA||May 2009 - May 2012||3|
|Wm Financial Services, Inc.||Los Angeles, CA||Jul 1997 - May 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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, VT, WA, WI, WV