Eric
Imley
Protection Point Advisors
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About this Advisor
Eric Imley is a financial advisor based in Culver City, California, working with Protection Point Advisors. Eric has previously held positions at Cambridge Investment Research, Inc, California State University, Long Beach, Cambridge Investment Research, Advisors Inc D/B/A Eaglewest Grp, Ewg Elevate Inc D/B/A Eagle West Group, and Eric Imley Real Consulting. Eric has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Eric is part of Protection Point Advisors, which operates out of Culver City, California. The firm has 1 office and 27 employees. The firm manages assets totaling $548.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Protection Point Advisors includes asset-based, hourly, fixed, and other fees.
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Office Location
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Protection Point Advisors Brokerage Details
$548,304,123
27
1,406
$389,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Eric Imley Work History
Ewg Elevate Inc D/B/A Eagle West Group
Cambridge Investment Research, Advisors Inc D/B/A Eaglewest Grp
Cambridge Investment Research, Inc
Eric Imley Real Consulting
California State University, Long Beach
Disclosures
Please visit the SEC profile of Eric Imley 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 Protection Point Advisors
Roseville, CA
Roseville, CA
Roseville, CA
Whittier, CA
Winchester, VA
Roseville, CA
Roseville, CA
Roseville, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
