Eric Schenker is a PFS-designated registered investment advisor, based in Santa Barbara, CA, with 17 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3324 State Street, Suite F, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is a CPA and owner/sole proprietor of a tax preparation/accounting business since 1989, dedicating about a quarter of his time. He also owns rental property and manages it, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 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
More Advisors
- Kyle Lantow, CFPCerity Partners LLC
- Aaron Ritter, CFPAbundant Wealth Partners, LLC
- Peter Madlem, CFAAvalan, LLC
- Kevin Bourke, CFP, ChFCBourke Wealth Management
- Lisa Barrantes-Delossantos, ChFCRaymond James & Associates, INC.
- Jovita Honor, CFPFirst Affirmative Financial Network LLC