Eric
Kuhns

Cambridge Investment Research Advisors, Inc

CRD#5100746
Investment Advisor
in Arroyo Grande, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Kuhns is a financial advisor who works out of Arroyo Grande, California. Kuhns works at Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at The Pacific Financial Group, Inc, Cambridge Investtment Research, Inc, Monarch Financial Solutions and Cambridge Investment Research Advisors, Inc. Kuhns has Series 66, Series 65, Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Cambridge Investment Research Advisors, Inc is an advisory business headquartered in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It controls $82 billion in assets across its 461,370 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial advice largely depend on the financial services. However, fees billed by Cambridge Investment Research Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 65, Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

1303 E Grand Ave. #127
Arroyo Grande, CA 93420

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

CA Average: $9,259,360,772
Total Number of Employees

3,352

CA Average: 166
Total Number of Accounts

461,370

CA Average: 7,189
Average Account Size

$178,659

CA Average: $1,287,990

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
  • Market timing services
  • Educational seminars/workshops

Eric Kuhns Work History

Eric has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Cambridge Investment Research Advisors, Inc

2022 - Present (2 years)

Cambridge Investtment Research, Inc

2022 - Present (2 years)

Monarch Financial Solutions

2012 - 2022 (10 years)

The Pacific Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Kuhns 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 Cambridge Investment Research Advisors, Inc

Justin Mulholland
Ann Arbor, MI
Mitchell Robinson
Tulsa, OK
Herbert Modrak
Glen Allen, VA
Tomas Cern
Tolland, CT
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
John Ladick
Fairfield, IA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started