Morgan Stanley
47yrs
Top advisor by experience in Sacramento
31yrs
Eric Solis
Financial advisor at Wells Fargo Advisors
Eric Solis has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Sacramento, California. After six years at Prudential Equity Group, Eric joined Wells Fargo Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 622 advisors with offices in Sacramento, and one of 549 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience in California
Office301 University Ave Suite 101, Sacramento, CA 95825
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2003 – 2023Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2003Prudential Equity Group, LLCPreviously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Wells Fargo Advisors at 314-875-3000 and ask for Eric Solis. Eric works from the Sacramento, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1995, about 31 years. Top 14% by experience in California.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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