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Eric Tuller

5 Years of Experience
Plymouth Meeting, PA
BrokerSells Insurance

Eric Tuller is a registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth Meeting, PA, with 5 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

620 W Germantown Pike Suite 170, Plymouth Meeting, PA, 19462

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric sells fixed insurance products with various companies since January 2021, dedicating full-time hours to this. He also works as a financial advisor for Wealthbridge Financial since September 2024, providing insurance, securities, and advisory services, also dedicating full-time hours.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Cetera Investment Advisers LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
October 2020 - August 2024 · 3 yrs 10 mos
Cambridge Investment Research Advisors, INC.
May 2020 - August 2024 · 4 yrs 3 mos
State Registrations9 states
CODEMAMDNJNYPATXWI
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 Tuller - Financial Advisor | TrueAdvisor