Eric Reese, financial advisor Torrance CA
81 score

Eric Reese

CRD Number: 4589342
Current Firm: Cuna Brokerage Services, Inc.

Eric Reese (CRD# 4589342) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Torrance, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Dec 2015 - Current 1
Schoolsfirst Fcu Tustin, CA Dec 2015 - Current 1
24 Hr Fitness Arcadia, CA Aug 2015 - Current 1
Reese Athletic's Monrovia, CA Nov 2014 - Current 2
360 Recruiting Monrovia, CA Oct 2014 - Current 2
J.p. Morgan Securities LLC Anaheim Hills, CA Oct 2012 - Dec 2015 3
Shape Shifter Fitness Monrovia, CA Jun 2014 - Dec 2014 < 1
Chase Investment Services Corp Anaheim Hills, CA Sep 2009 - Oct 2012 3
Signator Investors, Inc. Irvine, CA May 2002 - Aug 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Eric D. Reese
Phone Number: 319-352-4090
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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