Eric Josephson (CRD# 1886472) is an Investment Advisor Representative working at Lpl Financial LLC in Palmdale, CA and has over 28 years of experience in the finance industry.
CRD# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 3184578
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Palmdale, CA | Feb 2018 - Current | 6 |
| Logix Federal Credit Union | Palmdale, CA | Sep 2001 - Current | 22 |
| Invest Financial Corp | Tampa, FL | Apr 2007 - Feb 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
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 Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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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, WY
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