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Eric Splaver

15 Years of Experience
San Diego, CA
BrokerSells Insurance

Eric Splaver is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 15 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

San Diego, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric sells fixed insurance (life, disability, annuities, and long-term care) with various companies since 2019. He is also a registered representative for Splaver Wealth Management PLC and a partner/manager at Splaver, Splaver & Kasten, CPA, PLC, dedicating about a quarter of his time to the CPA firm.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
November 2019 - Present · 6 yrs 6 mos
Cetera Advisors LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
December 2019 - March 2024 · 4 yrs 3 mos
Avantax Advisory Services
October 2019 - December 2019 · 2 mos
Avantax Investment Services, INC.Broker
October 2019 - December 2019 · 2 mos
1st Global Advisors INC
December 2010 - October 2019 · 8 yrs 10 mos
1st Global Capital CORP.Broker
October 2010 - October 2019 · 9 yrs
State Registrations12 states
AZCACOMONCNJNYORPATXVAWA
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.
Eric Splaver - Financial Advisor | TrueAdvisor