Eric KoideCRD Number: 6577502
Current Firm: First Republic Investment Management, Inc.
Eric Koide (CRD# 6577502) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Palo Alto, CA and has over 4 years of experience in the finance industry. Eric Koide 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.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|First Republic Investment Management, Inc.||Palo Alto, CA||Nov 2017 - Current||4|
|First Republic Securities Company, LLC||Palo Alto, CA||Nov 2017 - Current||4|
|Morgan Stanley||Palo Alto, CA||Nov 2015 - Nov 2017||2|
|Ling P. Chen Md Medical Corporation, Inc.||San Jose, CA||Jan 2002 - Oct 2015||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management106,485MILLIONS
Total Number of Accounts53,915ACCOUNTS
Average Account Value$1,975,055
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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