Eric Lanier (CRD# 7079986) is an Investment Advisor Representative working at Wealthtech Partners LLC in Pasadena, CA and has over 4 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kaplan | Riverside, CA | Apr 2024 - Current | < 1 |
| Wealthtech Partners LLC | Pasadena, CA | Jul 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Mar 2019 - Jul 2022 | 3 |
| Home Care Assistance | Riverside, CA | Jan 2018 - Mar 2019 | 1 |
| Apartment Life | Riverside, CA | Dec 2015 - Jun 2018 | 2 |
| On-line Bookkeeping Solutions | San Diego, CA | Feb 2015 - Jan 2018 | 2 |
| Vna California | Riverside, CA | May 2015 - Apr 2016 | < 1 |
| Tgi Friday's | Riverside, CA | Apr 2013 - May 2015 | 2 |
| Woodcrest Christian Schools | Riverside, CA | Nov 2013 - Feb 2015 | 1 |
| Canyon Crest Athletic Club | Riverside, CA | May 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- CA
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts670ACCOUNTS
-
Average Account Value$171,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, NV, TX, WA
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