EP
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Eric Pasquini
25 Years of Experience
Lemoyne, PA
2 DisclosuresBroker
Eric Pasquini is a registered investment advisor at Cetera Investment Advisers LLC, based in Lemoyne, PA, with 25 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
559 N 12th Street, Lemoyne, PA, 17043
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2021Denied
Customer Dispute
March 2003Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2021 - Present · 4 yrs 9 mos
Cetera Investment Services LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Lincoln Financial Advisors Corporation
June 2021 - July 2021 · 1 mo
Lincoln Financial Advisors CorporationBroker
June 2021 - July 2021 · 1 mo
CUNA Brokerage Services, INC.
September 2009 - May 2021 · 11 yrs 8 mos
CUNA Brokerage Services, INC.Broker
August 2009 - May 2021 · 11 yrs 9 mos
Allstate Financial Services, LLCBroker
August 2002 - August 2009 · 7 yrs
American Express Financial Advisors INC.Broker
April 2000 - August 2002 · 2 yrs 4 mos
Ids Life Insurance CompanyBroker
April 2000 - August 2002 · 2 yrs 4 mos
State Registrations11 states
DEFLILMDNCNJNYORPAVAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.