Eric
Maki
Financial Advocates Investment Management
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About this Advisor
Eric Maki is a financial advisor based in Bend, Oregon, working with Financial Advocates Investment Management. Eric has previously held positions at Lpl Financial LLC, G5 Search Marketing, Navis, Triplenet Insurance, Atlas Speech Coaching, Strategic Wealth Advisors Group, LLC, and Financial Advocates Investment Management. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, Oregon, and Texas. Currently, Eric is part of Financial Advocates Investment Management, which operates out of Bend, Oregon. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 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, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,854,677,483
99
19,268
$200,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eric Maki Work History
Financial Advocates Investment Management
Lpl Financial LLC
Atlas Speech Coaching
Strategic Wealth Advisors Group, LLC
G5 Search Marketing
Navis
Triplenet Insurance
Disclosures
Please visit the SEC profile of Eric Maki 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 Financial Advocates Investment Management
Olympia, WA
Yakima, WA
Olympia, WA
Olympia, WA
Olympia, WA
Sequim, WA
Edmonds, WA
Oregon City, OR
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