RBC Capital Markets
46yrs
Top 1% by experience in Boise
21yrs
Based in Boise, Idaho, Eric Soles is a fiduciary financial advisor with 21 years of industry experience. Eric has been with Wells Fargo Advisors since 2019; before that, Eric spent five years at Morgan Stanley. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 564 advisors with offices in Boise, and one of 532 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 65% of advisors in Boise
Office101 S Capitol Blvd Suite 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
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
- 2019 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2014 – 2019Morgan StanleyPreviously
Contact Eric
Local office(208) 338-1200Ask for Eric. (314) 875-3000Main office · St. Louis, MO 101 S Capitol Blvd Suite 1210 [Wj/Wb/Wl/Ws-Rbo]Boise, ID 83702Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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
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About Eric
How do I contact Eric?
Call Eric’s local office at (208) 338-1200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eric Soles.
How long has Eric been a financial advisor?
Eric has been in the industry since 2005, about 21 years. More experience than 65% of advisors in Boise.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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