EA
EA

Eric Van Anspach

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

25109 Jefferson Ave, Suite 325, Murrieta, CA, 92562

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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 is an insurance agent selling life, health, disability, annuities, and long-term care insurance with various companies since 2012. This takes up a full-time commitment, including during trading hours.

Employment History
Current Registrations
Clg LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLC
October 2011 - June 2023 · 11 yrs 8 mos
Cetera Advisor Networks LLCBroker
May 2011 - December 2023 · 12 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.