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Eric Solis

30 Years of Experience
Sacramento, CA
1 DisclosureBroker

Eric Solis is a registered investment advisor at Wells Fargo Advisors, based in Sacramento, CA, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

301 University Ave, Suite 101, Sacramento, CA, 95825

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2003
Denied
Other Business Activities

Eric owns multiple rental properties and has ownership stakes in Quinolis Inc. and Solis and Hearon LLC. He also serves on the investment committee for The Catholic Foundation and the finance committee for Sutter Club, and acts as conservator for his father and administrator of his mother's estate; all activities require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - May 2023 · 19 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2023 · 19 yrs 10 mos
Prudential Securities Incorporated
July 1997 - July 2003 · 6 yrs
Prudential Securities IncorporatedBroker
April 1995 - July 2003 · 8 yrs 3 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.