Eric M. Lanier

HIGHER IMPACT FINANCIAL

RIVERSIDE, CA

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CRD#: 7079986

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Lanier

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Michael Lanier'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

August 20, 2024 - Present

HIGHER IMPACT FINANCIAL, LLC

RIA

CRD#: 331938

RIVERSIDE, CA

Past

July 19, 2022 - September 13, 2024

LAKE AVENUE FINANCIAL LLC

RIA

CRD#: 315746

PASADENA, CA

Past

June 18, 2019 - July 19, 2022

EDWARD JONES

RIA

CRD#: 250

RIVERSIDE, CA

Past

May 24, 2019 - July 19, 2022

EDWARD JONES

CRD#: 250

RIVERSIDE, 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
(8/20/2024)

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: 6/17/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/24/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/26/2019

Securities Industry Essentials Examination

Current Firm

HIGHER IMPACT FINANCIAL, LLC

CRD#: 331938 / SEC#:

California

Registered Investment Advisory firm - (8/20/2024 Approved)

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Contact information

Main Address

Riverside, CA

Mailing Address

5198 Arlington Avenue Unit 342, Riverside, CA 92504

Phone number

(951) 381-0898

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 4,700,000

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 M. Lanier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HIGHER IMPACT FINANCIAL, LLC

LAKE AVENUE FINANCIAL LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2019

Series 7TO

Date: 5/24/2019

SIE

Date: 3/26/2019

Current Firm

HIGHER IMPACT FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HIGHER IMPACT FINANCIAL, LLC

TRUST BUT VERIFY

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