Unclaimed Profile

Eric Cervantes

INVESTMENT CONSULTING SERVICES, LLC·OAK BROOK, Illinois

Clean recordINVESTMENT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Cervantes is a registered financial advisor based in OAK BROOK, Illinois, affiliated with INVESTMENT CONSULTING SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

INVESTMENT CONSULTING SERVICES, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESTMENT CONSULTING SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Other: POOLED EMPLOYER PLAN CLIENTS-ASSET BASED FEES

Regulatory

SEC/IARD CRD# 6316084

Firm CRD# 122064

View on FINRA BrokerCheck →

Looking for a financial advisor in OAK BROOK?

Browse all registered financial advisors in OAK BROOK, Illinois or claim this profile if it's yours.

Browse OAK BROOK Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →