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Eric Benvenuto Salvio

Advisor at SPC — Costa Mesa, CA

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Costa Mesa, CA 92627

SPC logo

SPC

Enterprise

Total advisors

479

Across 266 offices

Clients per advisor

64 Typical

Avg AUM per client

$192,080 Very Low

HNW client ratio

3% Low

About

Eric Salvio is a financial advisor with SPC based in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of advising, he operates EBS Tax Services as an enrolled agent preparing individual and corporate tax returns and is an independent insurance agent for life, health, and annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Client services

Based on SPC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consultation services

Expertise

Based on SPC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting

Occupation focus

Based on SPC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Segmented financial plans up to $750; comprehensive plans up to $10,000; ongoing consulting fees capped at $600/month ($1,800/quarter) unless approved otherwise

Percentage

$0 - $500,000 or below: 2.50% (negotiable) $500,001 - $750,000: 1.75% (negotiable) $750,001 - $1,000,000: 1.50% (negotiable) $1,000,001+: 1.25% (negotiable)

Commissions

Commissions earned by registered representatives on securities transactions and insurance product sales (e.g., annuities), separate from advisory fees

Project-based

Up to $300 per hour for financial planning; up to $50 per hour for staff time

Subscriptions

Ongoing consulting services charged as recurring flat fee; capped as noted above

Other

Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts; may apply to accounts below $20,000

Location

See office

Costa Mesa, CA

P.O Box 12318

Costa Mesa CA 92627

Advisors at this office

1

Most active in

California

Work history

31 years of industry experience

Parkland Securities, LLc

2014 - Present • 12 years

Ann Arbor, MI

SPC

2013 - 2013 • 1 year

Irvine, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Samuel S

Series 66

Lake Forest, CA

Solid State Wealth Advisory Group

Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.

Wealth management Tax strategies for small businesses

Justin K

Series 65

Irvine, CA

Klein Pavlis & Peasley Financial, Inc.

Justin Klein is a financial advisor with Klein Pavlis & Peasley Financial, Inc. in Irvine, CA, holding a Series 65 designation and 21 years of industry experience. He has been with Klein Pavlis & Peasley since 2003. Klein Pavlis & Peasley provides discretionary portfolio management primarily to individual and high-net-worth clients, combining model-based asset allocation with estate-planning education and management of held-away accounts. The firm also offers fee-based publications and public educational programming alongside its investment services.

Options & derivatives strategies Active portfolio management General estate planning guidance Income planning Retirement income strategy Founder/Business Owner
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Harmon K

CFP®, Series 63, Series 65

Irvine, CA

Apriem Advisors

Harmon Kong is a Certified Financial Planner® with 28 years of industry experience at Apriem Advisors, where he has worked since 1998. He is also an independent insurance agent for Apriem Insurance Services, advising on insurance matters and managing renewals. Apriem Advisors serves high-net-worth and ultra-high-net-worth individuals, families, 501(c)(3) non-profits, and plan participants by providing wealth management, customized portfolio management, retirement plan advisory, and charitable investment services.

Wealth management Charitable giving & philanthropy Multi-generational wealth transfer Inheritance planning Founder/Business Owner Executive
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Nickolaos S

Series 66, Series 7

Irvine, CA

Equitable Advisors

Nickolaos Sigas is a financial advisor with Equitable Advisors in Irvine, CA. He holds a Series 66 designation and is affiliated with a firm that employs over 4,600 advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions.

Wealth management Annuities Tax-loss harvesting Passive / index investing Active portfolio management Founder/Business Owner Retired Self-Employed Military & Veterans Professional Athlete Approaching retirement Baby Boomers (Born 1946-1964) HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals
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Nelson W

Series 65

Los Alamitos, CA

Open Square Capital, LLC

Nelson Wu is a financial advisor at Open Square Capital, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Open Square Capital since 2015, with prior experience at Open Insights Capital from 2022 to 2025. Open Square Capital provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and serves as the general partner and manager of a private investment limited partnership. The firm employs a value-oriented, long-term investment approach that focuses on concentrated holdings and combines private fund sponsorship with pooled-vehicle management within a solo-practitioner structure.

Active portfolio management Concentrated stock management Wealth management
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Gary M

CFP®, Series 63, Series 65

Laguna Niguel, CA

Trusted Financial Advisors

Gary Miller is a CFP®-certified financial advisor with 14 years of industry experience. He is the principal of Trusted Financial Advisors, an independent firm located in Laguna Niguel, CA, and previously worked at Noble Wealth Management, Inc. from 2016 to 2021. Trusted Financial Advisors serves primarily individuals and families, managing approximately $61 million in assets across 46 client relationships. The firm provides fee-only financial planning and discretionary portfolio management, using a bottom-up fundamental investment approach that incorporates both fundamental and technical analysis.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management
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