Eric A. Little

ESTATE PERFORMANCE ADVISORS L.L.C.

Brighton, MI 48116

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CRD#: 6776196

Professional summary

Eric Adam Little, who also goes by Eric Little, is a registered financial advisor currently at ESTATE PERFORMANCE ADVISORS L.L.C. located in Brighton, Michigan.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Little

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.

ESTATE PRESERVATION AGENCY INC.;INVESTMENT RELATED;8571 West Grand Ave, Suite 800, Brighton MI 48116; INSURANCE; INSURANCE AGENT; 03/2017; NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160;PERSONAL SALES, CLIENT AND AGENT MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Adam Little'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®

None

Experience

Current

March 21, 2019 - Present

ESTATE PERFORMANCE ADVISORS L.L.C.

Office #1: 8571 W. Grand River Ave. Ste. 800, Brighton, MI 48116

RIA

CRD#: 300658

Brighton, MI

Past

May 3, 2017 - February 14, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

BRIGHTON, MI

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

Michigan
(3/21/2019)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/2017

Uniform Investment Adviser Law Examination

Current Firm

ESTATE PERFORMANCE ADVISORS L.L.C.

ESTATE PERFORMANCE ADVISORS L.L.C. | ESTATE PRESERVATION ADVISORS

CRD#: 300658 / SEC#:

Michigan

Registered Investment Advisory firm - (3/21/2019 Approved)

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Contact information

Main Address

8571 W. Grand River Ave. Ste. 800, Brighton, MI 48116

Mailing Address

Phone number

(248) 427-0240

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 A. Little

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Adam Little's CRS (Customer Relationship Summary).

Certified licenses

Experience

ESTATE PERFORMANCE ADVISORS L.L.C.

QUESTAR ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2017

Current Firm

ESTATE PERFORMANCE ADVISORS L.L.C.

Contact information

Documents

Red Flags

Company Information

ESTATE PERFORMANCE ADVISORS L.L.C.

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