Unclaimed Profile

Eric Cervantes

INVESTMENT CONSULTING SERVICES, LLC·OAK BROOK, Illinois

Clean record2 years registeredINVESTMENT CONSULTING SERVICES, LLC

2215 YORK ROAD, OAK BROOK, IL 60523CRD# 6316084Firm CRD# 122064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Cervantes · OAK BROOK, IL

Registration

CRD #6316084 · INVESTMENT CONSULTING SERVICES, LLC · 2 years registered

Brand Profile

Not yet started

Career History

INVESTMENT CONSULTING SERVICES, LLC

Jun 2024 – present

Registrations & Exams

Registration record

First registered · June 25, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT CONSULTING SERVICES, LLC

CRD 122064 · SEC 801-61387

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by INVESTMENT CONSULTING SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT CONSULTING SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Cervantes offer?

Eric Cervantes specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Eric Cervantes's credentials?

Eric Cervantes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Cervantes located?

Eric Cervantes is based in OAK BROOK, Illinois, working with INVESTMENT CONSULTING SERVICES, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Eric Cervantes charge for services?

Eric Cervantes's firm is compensated through percentage of aum, subscription fees, other: pooled employer plan clients-asset based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT CONSULTING SERVICES, LLC?

INVESTMENT CONSULTING SERVICES, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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