Eric
Blackhall
Octavia Wealth Advisors LLC
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About this Advisor
Eric Blackhall is a financial advisor based in San Diego, California, working with Octavia Wealth Advisors LLC. Eric has previously held positions at Eric J. Blackhall, Cpa, Axa Advisors, LLC, Octavia Wealth Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc. Eric has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Eric is part of Octavia Wealth Advisors LLC, which operates out of San Diego, California. The firm has 4 offices and 42 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Octavia Wealth Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Octavia Wealth Advisors LLC Brokerage Details
$1,443,996,191
42
5,444
$265,245
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eric Blackhall Work History
Octavia Wealth Advisors, LLC
Eric J. Blackhall, Cpa
Purshe Kaplan Sterling Investments, Inc
Axa Advisors, LLC
Disclosures
Please visit the SEC profile of Eric Blackhall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Octavia Wealth Advisors LLC
Sarasota, FL
Cincinnati, OH
Cincinnati, OH
Miami, FL
Cincinnati, OH
San Diego, CA
Cincinnati, OH
San Diego, CA
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