Eric Dana Mosser

Employer firm

West Wealth Group, LLC CRD 316644

$617M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 01/2018
  Petsmart
  La Quinta, CA
• 07/2017 → 11/2017
  Waddell & Reed Inc
  Indian Wells, CA
• 01/2018 → 08/2021
  Edward Jones
  St Louis, MO
• 09/2021 → 03/2025
  Charles Schwab & Co., Inc.
  Indian Wells, CA
• 09/2021 → 03/2025
  Charles Schwab Bank
  Indian Wells, CA
• 04/2025 → 06/2026
  Lpl Financial Llc
  Palm Desert, CA
• 07/2026 → Present
  West Wealth Group, Llc
  Irvine, CA

Previous Registrations

• 2025-04-21 → 2026-07-16
  Lpl Financial Llc
  San Diego, CA
  Palm Desert, CA
  Palm Desert, CA
  Indio, CA
  Coachella, CA
  Blythe, CA
  Cathedral City, CA
• 2021-10-02 → 2025-04-10
  Charles Schwab & Co., Inc.
  Indian Wells, CA
• 2018-01-29 → 2021-08-25
  Edward Jones
  La Quinta, CA
  St Louis, MO
  Palm Springs, CA
  La Quinta, CA
  Indian Wells, CA
• 2017-09-01 → 2017-11-14
  Waddell & Reed
  Indian Wells, CA
  Riverside, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-09-01

Designations

• Certified Financial Planner

Other Names

• Eric Dana Mosser
• Eric Mosser