Eric HonCRD Number: 5465208
Current Firm: Cambridge Investment Research Advisors, Inc.
Eric Hon (CRD# 5465208) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in San Francisco, CA and has over 8 years of experience in the finance industry. Eric Hon 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2015 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2015 - Current||1|
|Grubman Wealth Management||Berkeley, CA||Jun 2015 - Aug 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Berkeley, CA||Oct 2013 - Jun 2015||1|
|Bank Of America, N.a||Berkeley, CA||Oct 2013 - Jun 2015||1|
|Bank Of The West||Concord, CA||Jan 2012 - Oct 2013||1|
|Bancwest Investment Services||Concord, CA||Jan 2012 - Oct 2013||1|
|Uc Berkeley||Berkeley, CA||Sep 2011 - Sep 2013||2|
|Bank Of The West||Concord, CA||Jun 2008 - Jan 2012||3|
|Bancwest Investment Services||Concord, CA||Jun 2008 - Jan 2012||3|
|Ameriprise Financial Services,inc.||San Francisco, CA||Jan 2008 - Jun 2008||< 1|
|Burma Superstar||Alameda, CA||Oct 2007 - Jan 2008||< 1|
|Unemployed||Alameda, CA||May 2007 - Oct 2007||< 1|
|Redwood Day School||Oakland, CA||Mar 2007 - May 2007||< 1|
|Unemployed||Alameda, CA||Jan 2007 - Mar 2007||< 1|
|University Of California, San Diego||La Jolla, CA||Sep 2003 - Dec 2006||3|
|Del Mar Union School District||Alameda, CA||Feb 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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