Eric Glenn Imley
Investment adviser representative at Soaring Investment Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$112.5MFirm assets
Are you Eric Glenn Imley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Soaring Investment Management, LLCJul 2025 to now
- Ewg Elevate dba Protection Point AdvisorsOct 2018 to Jul 2025
- Cambridge Investment Research Advisors, Inc. dba Eagle West GrpNov 2015 to Feb 2019
- Cambridge Investment Research, Inc.Sep 2015 to Dec 2017
- Eric Imley Real ConsultingSep 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
Soaring Investment Management, LLC
$112.5MAssets managed
172Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6482154
- Firm CRD
- 305273