Eric Hon, financial advisor San Francisco CA
96 score

Eric Hon

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Eric J. Hon
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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