Eric ReeseCRD 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 14 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Dec 2015 - Current||2|
|Schoolsfirst Fcu||Tustin, CA||Dec 2015 - Current||2|
|24 Hr Fitness||Arcadia, CA||Aug 2015 - Current||2|
|Reese Athletic's||Monrovia, CA||Nov 2014 - Current||3|
|360 Recruiting||Monrovia, CA||Oct 2014 - Current||3|
|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|
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
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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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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