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Eric Michael Lanier

HIGHER IMPACT FINANCIAL
RIVERSIDE, CA
·CRD# 7079986·7 years experience

Professional Summary

Eric Michael Lanier, who also goes by Eric Lanier, is a registered financial advisor currently at HIGHER IMPACT FINANCIAL, LLC located in Riverside, California. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Eric has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Lanier

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

HIGHER IMPACT FINANCIAL, LLC·CRD# 331938
RIA
3890 11th Street Suite 118, Riverside, CA 92501
August 20, 2024 - Present
LAKE AVENUE FINANCIAL LLC·CRD# 315746
RIA
Pasadena, CA
July 19, 2022 - September 13, 2024
EDWARD JONES·CRD# 250
RIA
Riverside, CA
June 18, 2019 - July 19, 2022
EDWARD JONES·CRD# 250
BD
Riverside, CA
May 24, 2019 - July 19, 2022

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Current Firm

HI
HIGHER IMPACT FINANCIAL, LLC

HIGHER IMPACT FINANCIAL, LLC

CRD#: 331938
California
Registered Investment Advisory firm - California (8/20/2024 Approved)

Contact Information

Main Address

3890 11th Street Suite 118, Riverside, CA 92501

Mailing Address

3890 11th Street Suite 118, Riverside, CA 92501

Phone Number

(951) 381-0898

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

200

AUM (Assets Under Management)

$9,681,126

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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.) ON-LINE BOOKKEEPING SOLUTIONS; NOT INVESTMENT RELATED; 5198 ARLINGTON AVE #342, RIVERSIDE, CA 92504; TAX PREPARATION AND BOOKKEEPING SERVICES; TITLE: TAX PREPARATION ASSISTANT. START DATE 1/2023;HOURS: FOR 9 MONTHS (MAY-JANUARY), 5-10 HOURS A MONTH. FOR 3 MONTHS (FEBRUARY-APRIL), 50 HOURS A MONTH. DURING TAX SEASON, I SPEND ABOUT 30 HOURS A MONTH WORKING DURING SECURITIES TRADING HOURS. DUTIES: DATA ENTRY FOR TAX RETURNS, CUSTOMER SERVICE, SOME BILLING. GENERAL ADMINISTRATIVE DUTIES. 2.) KAPLAN; NOT INVESTMENT RELATED; 6737 MT. WHITNEY AVENUE, RIVERSIDE, CA; NATURE OF BUSINESS: EDUCATION; TITLE: ONLINE SECURITIES INSTRUCTOR; START DATE: 2/3/2024; HOURS: 36 HOURS PER MONTH WITH APPROXIMATELY 12 HOURS DURING TRADING HOURS; DUTIES INCLUDES TEACHING SECURITIES COURSES (SIE, SERIES 7, 66). 3) INSURANCE AGENT- INVESTMENT RELATED-, RIVERSIDE, CALIFORNIA; INSURANCE SALES, AGENT, 2025, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed May 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eric Michael Lanier's CRS (Customer Relationship Summary).

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