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Eric Kishbaugh

10 Years of Experience
Danville, PA
BrokerSells Insurance

Eric Kishbaugh is a registered investment advisor at Cetera Investment Advisers LLC, based in Danville, PA, with 10 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

758 Bloom Road, Danville, PA, 17821

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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 is an independent insurance agent selling health, fixed annuities, and life insurance with various companies, dedicating minimal time to this activity. He also operates under the DBA name J&J Financial as a registered representative, spending about a quarter of his time on financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2019 - June 2023 · 4 yrs 3 mos
State Registrations5 states
AZMANCNYPA
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.