Eric Maldonado, financial advisor San Luis Obispo CA
96 score

Eric Maldonado

CRD Number: 5908854
Current Firm: Aquila Wealth Advisors

Eric Maldonado (CRD# 5908854) is an Investment Advisor Representative working at Aquila Wealth Advisors in San Luis Obispo, CA and has over 6 years of experience in the finance industry. Eric Maldonado 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
Eric Maldonado, Cfp® San Luis Obispo, CA Sep 2017 - Current < 1
Lpl Financial, LLC San Luis Obispo, CA Apr 2011 - Oct 2017 6
Crew Wealth Management San Luis Obispo, CA Apr 2011 - Oct 2017 6
Target Corporation Paso Robles, CA Jun 2010 - Apr 2011 < 1
California Polytechnic State University San Luis Obispo, CA Sep 2009 - Jun 2010 < 1
Hitchcock/acevedo Wrestling Camps Of America Lake Tahoe, CA Jun 2009 - Jul 2009 < 1
California Polytechnic State University San Luis Obispo, CA Sep 2008 - Jun 2009 < 1
Hitchcock/acevedo Wrestling Camps Of America Lake Tahoe, CA Jul 2008 - Aug 2008 < 1
California Polytechnic State University San Luis Obispo, CA Sep 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Eric M. Maldonado
Phone Number: (805)250-4552
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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