Eric Glenn Imley
Investment Adviser Representative at Soaring Investment Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Glenn Imley is an investment adviser representative with Soaring Investment Management, LLC in Rancho Palos Verdes, CA, where they have been registered since 2025. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Protection Point Advisors and Cambridge Investment Research Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and North Carolina.
Registrations & licenses
- Investment adviser:
- California, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research, Inc.Sep 2015 – Dec 2017Fairfield, IA
- Cambridge Investment Research Advisors, Inc. dba Eagle West GrpNov 2015 – Feb 2019Fairfield, IA
- EWG Elevate dba Protection Point AdvisorsOct 2018 – Jul 2025Culver City, CA
- Eric Imley Real ConsultingSep 2013 – Aug 2017Rancho Palos Verdes, CA
- Soaring Investment Management, LLCJul 2025 – no end date reportedRancho Palos Verdes, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Soaring Investment Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- 1st Million1.00%
- Next 2 Million0.75%
- Next 2 Million0.50%
- Over 5 Million0.35%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Tax-informed financial strategies and custom investment portfolios designed and managed in-house, tailored to each client's goals, values, and financial circumstances.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Portland, OR
- SEC file number:
- 801-135170
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Soaring Investment Management, LLC
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Glenn Imley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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