Eric Beswick
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Advisors LLCMar 2025 to now
- Wilde Wealth ManagementMar 2025 to now
- Skyline Window WashApr 2024 to Mar 2025
- Fidelity InvestmentsMay 2023 to Apr 2024
- Bethco SolutionsApr 2022 to Apr 2023
- UnemployedApr 2020 to Mar 2022
- Door DashOct 2019 to Apr 2020
- Experience Alaska ToursJun 2019 to Oct 2019
- Byu HawaiiFeb 2018 to Jun 2019
- Guadalajara GrillAug 2017 to Jun 2019
- Domino'sApr 2017 to Aug 2017
- Ymca Tri CitiesApr 2017 to Aug 2017
- Byu Hawaii MailroomAug 2016 to Apr 2017
- Byu HawaiiSep 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn 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
- 7751351
- Firm CRD
- 105644