Eric Josephson, financial advisor Palmdale CA
68 score

Eric Josephson

CRD Number: 1886472
Current Firm: Invest Financial Corporation

Eric Josephson (CRD# 1886472) is an Investment Advisor Representative working at Invest Financial Corporation in Palmdale, CA and has over 20 years of experience in the finance industry.

Similar Advisors
Jerry Blakely, financial advisor Palmdale CA
Jerry S. Blakely
CRD# 1680680
Householder Group Estate & Retirement Specialists
Score
96
Similar Advisors
Glen Chester, financial advisor Palmdale CA
Glen H. Chester
CRD# 2597344
Scf Investment Advisors, Inc.
Score
96
Similar Advisors
Michael Chibidakis, financial advisor Palmdale CA
Michael J. Chibidakis
CRD# 2736746
Raymond James Financial Services Advisors, Inc.
Score
96
Company Name Location Dates Years
Invest Financial Corporation Palmdale, CA Apr 2007 - Current 9
Logix Federal Credit Union Palmdale, CA Sep 2001 - Current 15
Pfic Securities Corporation Burbank, CA Aug 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S66 NASAA Uniform Combined State Law Examination Sep 2006
Disclosure Information

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:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric A. Josephson
Phone Number: (813) 880-5300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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 Josephson and other advisors.
BADGES
68

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.