Eric
Imley

Protection Point Advisors

CRD#6482154
Investment Advisor
in Culver City, CA

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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.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

400 Corporate Pointe #300
Culver City, CA 90230

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Protection Point Advisors Brokerage Details

Total Assets Under Management

$548,304,123

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

1,406

CA Average: 3,727
Average Account Size

$389,974

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Eric Imley Work History

2018 - Present (6 years)

Ewg Elevate Inc D/B/A Eagle West Group

2015 - Present (9 years)

Cambridge Investment Research, Advisors Inc D/B/A Eaglewest Grp

2015 - 2017 (2 years)

Cambridge Investment Research, Inc

2013 - 2017 (4 years)

Eric Imley Real Consulting

2003 - 2014 (11 years)

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

Cheryl Blakey
Roseville, CA
Nathan Salimi
Roseville, CA
Mark Wyhlidko
Roseville, CA
Ari Sommer
Winchester, VA
Michael Clark
Roseville, CA
Danny Corral
Whittier, CA
George Thornock
Roseville, CA
Stephen Holmes
Roseville, 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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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.

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