Eric Loofbourrow (CRD# 5536022) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 8 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 6058165
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Investors Company | San Ramon, CA | Feb 2015 - Current | 9 |
| Norman Loofbourrow | San Ramon, CA | May 2008 - Current | 16 |
| Self-employed Piano & Organ Player | Livermore, CA | Apr 2016 - Aug 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- CA
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Total Assets Under Management511MILLIONS
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Total Number of Accounts1,917ACCOUNTS
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Average Account Value$266,563
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
AZ, CA, CO, FL, IL, NV, NY, OR, TN, TX, WA
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