Eric Abbe, financial advisor Woodland Hills CA

Eric Abbe

CRD Number: 4793512
Current Firm: Unionbanc Investment Services, LLC

Eric Abbe (CRD# 4793512) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Woodland Hills, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Los Angeles, CA Jul 2014 - Current 5
Wells Fargo Advisors LLC Palmdale, CA Jan 2011 - Jul 2014 3
Wells Fargo Investments, LLC Palmdale, CA Jun 2009 - Jan 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Eric P. Abbe
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,291
    MILLIONS
  • Total Number of Accounts
    4,665
    ACCOUNTS
  • Average Account Value
    $276,834
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, WY

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

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