Eric
Haupt
Cetera Investment Advisers LLC
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About this Advisor
Eric Haupt is a financial advisor based in Agoura Hills, California, working with Cetera Investment Advisers LLC. Eric has previously held positions at Reliastar - Resolution Life, Haupt Insurance Services, American Military Family Assoc, Ing Financial Partners, Inc, Eric R Haupt, Computer Health Insurance, Voya Financial Advisors, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Eric is part of Cetera Investment Advisers LLC, which operates out of Agoura Hills, California. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
- Educational seminars/workshops
Eric Haupt Work History
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Eric R Haupt
Computer Health Insurance
American Military Family Assoc
Haupt Insurance Services
Reliastar - Resolution Life
Voya Financial Advisors
Ing Financial Partners, Inc
Disclosures
Please visit the SEC profile of Eric Haupt 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 Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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