Eric Solis
Eric Solis is a registered investment advisor at Wells Fargo Advisors, based in Sacramento, CA, with 31 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
301 University Ave, Suite 101, Sacramento, CA, 95825
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other 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
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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