EL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Eric Little receives commissions on insurance products he sells. Clients are not required to purchase any insurance products from him and have the option to purchase these services through another insurance agent of their choosing.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
8571 W. Grand River Ave., Ste. 800, Brighton, MI, 48116
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric works as an insurance agent for Estate Preservation Agency Inc. since 2017, focusing on personal sales, client and agent management, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Estate Performance Advisors L.L.C.
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Questar Asset Management, INC.
May 2017 - February 2019 · 1 yr 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.