Eric Arbuckle (CRD# 6136856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westlake Village, CA and has over 2 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Westlake Village, CA | Mar 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village, CA | Dec 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Aug 2021 - Dec 2022 | 1 |
| Pepperdine University | Malibu, CA | Aug 2016 - Aug 2021 | 5 |
| Los Angeles County Sheriff's Department | Castaic, CA | Jan 2019 - Apr 2021 | 2 |
| Bank Of America | Westlake Village, CA | Oct 2016 - Mar 2019 | 2 |
| Merrill Lynch | Westlake Village, CA | Sep 2016 - Mar 2019 | 2 |
| Littlefoot Construction Inc. | Thousand Oaks, CA | Oct 2015 - Aug 2016 | < 1 |
| Bank Of America | Westlake Village, CA | Jul 2014 - Sep 2015 | 1 |
| Merrill Lynch | Westlake Village, CA | May 2014 - Sep 2015 | 1 |
| Ubs Financial Services Inc. | Westlake Village, CA | May 2013 - May 2014 | 1 |
| California Lutheran University | Thousand Oaks, CA | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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