Newport Securities
43yrs
Top advisor by experience in Temecula
18yrs
Eric Willis is a fiduciary financial advisor in Temecula, California, with 18 years in the industry. After less than a year at First Command Advisory Services and three years at First Command Brokerage Services, Eric joined Merrill in 2016, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 166 advisors with offices in Temecula, and one of 148 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 59% of advisors at Merrill
Office3 Better World Circle, Temecula, CA 92590
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- 2016 – nowMerrillCurrent firm
- Dec 2015 – May 2016First Command Advisory ServicesPreviously
- 2012 – 2015First Command Brokerage Services, Inc.Previously
Contact Eric
Local office(951) 695-6610Ask for Eric. (800) 637-7455Main office · New York, NY 3 Better World CircleTemecula, CA 92590Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- 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 Eric’s local office at (951) 695-6610 or the Merrill main office at (800) 637-7455, and ask for Eric Willis.
How long has Eric been a financial advisor?
Eric has been in the industry since 2009, about 18 years. More experience than 59% of advisors at Merrill.
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?
Merrill 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.
Other advisors nearby
Ameriprise Financial Services
43yrs
Top 1% by experience in Temecula
Primerica Advisors
39yrs
Top 2% by experience in Temecula
Vineyard Wealth Advisory
39yrs
Top 2% by experience in Temecula
Cetera Investment Advisers
37yrs
Top 3% by experience in Temecula
LPL Financial
35yrs
Top 4% by experience in Temecula