Eric G. Imley

SOARING INVESTMENT MANAGEMENT

Rancho Palos Verdes, CA

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CRD#: 6482154

Professional summary

Eric Glenn Imley, CFP®, who also goes by Eric G Imley, Eric Imley, Eric G Motley, Eric Glenn Motley, Eric Motley, is a registered financial advisor currently at SOARING INVESTMENT MANAGEMENT, LLC located in Rancho Palos Verdes, California.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eric has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric G Imley | Eric Imley | Eric G Motley | Eric Glenn Motley | Eric Motley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Temple Beth EL, 1435 W. 7th St, San Pedro, CA, 6/2017 as Co-President. NIR - 3/WK - 0/Trading. 2. Real Estate Consulting for Family., 28000 Palos Verdes DR. East, Rancho Palos Verdes, CA. 9/2002. 3. Insurance Agent; investment related : Yes; 400 Corporate Pointe #300 Culver City, CA 90230; Fixed Life Ins. & Annuities, Variable Life Ins. & Annuities, Disability Income Ins. Long Term Care Ins.; Insurance Agent; Review and recommend Insurance needs based insurance solutions.; 2015-09-01; Hours devoted to business during trading hours : 0; Hours devoted to business outside trading hours : 4.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Glenn Imley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 14, 2025 - Present

SOARING INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 305273

Rancho Palos Verdes, CA

Past

October 10, 2018 - July 10, 2025

PROTECTION POINT ADVISORS

RIA

CRD#: 291805

Culver City, CA

Past

November 3, 2015 - February 28, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Culver City, CA

Past

September 8, 2015 - December 31, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CULVER CITY, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/14/2025)

IAR

North Carolina
(8/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/7/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/8/2015

General Securities Representative Examination

Current Firm

SOARING INVESTMENT MANAGEMENT, LLC

CRD#: 305273 / SEC#:

California

Registered Investment Advisory firm - (3/10/2025 Approved)

New York

Registered Investment Advisory firm - (2/27/2025 Approved)

North Carolina

Registered Investment Advisory firm - (8/6/2025 Approved)

Oregon

Registered Investment Advisory firm - (9/18/2019 Approved)

Texas

Registered Investment Advisory firm - (6/26/2025 Approved)

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Contact information

Main Address

9600 Sw Barnes Rd Ste 190, Portland, OR 97225

Mailing Address

Phone number

(503) 433-7946

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	277
AUM (Assets Under Management)	$ 51,574,716

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric G. Imley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Glenn Imley's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOARING INVESTMENT MANAGEMENT, LLC

PROTECTION POINT ADVISORS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2015

SIE

Date: 12/31/2017

Series 7

Date: 9/8/2015

Current Firm

SOARING INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOARING INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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