Best Investors Account Sign in
Inactive

Eric Russell Figueroa

Hesperian Wealth

Ione, CA

Claim This Profile
Current Employers
Hesperian Wealth

Ione, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-03
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

Ione, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hesperian Wealth Llc Folsom CA 10/2021 Present
Hesperian Research Llc Folsom CA 10/2021 12/2023
Im Global Partner Walnut Creek CA 06/2021 09/2021
Litman Gregory Walnut Creek CA 06/2013 05/2021
Independent Contractor Ione CA 03/2026 Present
  • 10/2021 → Present
    Hesperian Wealth Llc
    Folsom, CA
  • 10/2021 → 12/2023
    Hesperian Research Llc
    Folsom, CA
  • 06/2021 → 09/2021
    Im Global Partner
    Walnut Creek, CA
  • 06/2013 → 05/2021
    Litman Gregory
    Walnut Creek, CA
  • 03/2026 → Present
    Independent Contractor
    Ione, CA
Other Businesses

I am an independent contractor providing data-entry and paraplanning services to other advisor(s). I am based at 520 Dandelion Drive, Ione, California, 95640. I began providing these services on March 31, 2026. I expect to devote less than 9 hours per month to this work, none during securities trading hours. My duties include entering client data into planning software, preparing and testing financial plans, and providing financial planning consulting to other advisors.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-29
  • S65 Uniform Investment Adviser Law Examination
    2017-12-29
Designations

View on SEC IAPD

More in Ione, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor