EB
EB

Eric Beswick

1 Year of Experience
Scottsdale, AZ
Broker

Eric Beswick is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 1 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
Loading...

Location

7025 N Scottsdale Rd Ste 115 & 110, Scottsdale, AZ, 85253

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Cetera Advisors LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
September 2023 - April 2024 · 7 mos
State Registrations1 state
AZ
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 Beswick - Financial Advisor | TrueAdvisor