Eric Imley has held the title Member at Soaring Investment Management since August 2025, is a control person of the firm and directly owns between 25% and 50% of it. Eric Imley studied BFA at the University of California, Santa Cruz. Eric Imley studied MFA at the University of California, Los Angeles.
Soaring Investment Management, LLC is a Portland, OR firm with $113M under management, 172 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Eric Imley is Principal & Financial Advisor of Soaring Investment Management. Imley joined Soaring as Partner in 2025 and has more than 20 years of experience in the financial services industry. Imley works with Kaiser Permanente physicians and their families in Southern California; before personal wealth management, Imley worked for over a decade in Theatre Management.
Eric Imley’s longest registration was 6 years at Protection Point Advisors (2018–2025). Before joining Soaring Investment Management in 2025, Eric Imley was registered through Protection Point Advisors and Cambridge Investment Research Advisors, Inc.
- – present · 1 yearRancho Palos Verdes, CA · Adviser representative · Firm CRD 305273
- Protection Point Advisors– · 6 yearsCulver City, CA · Adviser representative · Firm CRD 291805
- Cambridge Investment Research Advisors, Inc.– · 3 yearsCulver City, CA · Adviser representative · Firm CRD 134139
Professional designations
Listed by Soaring Investment Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Eric Imley is registered as an investment adviser representative in 2 states. The first approvals date from July 2025; the most recent is North Carolina, in August 2025.
- CaliforniaSince 14 July 2025
- North CarolinaSince 6 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 October 2015 |
| Series 7 | General Securities Representative Examination | 8 September 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Glenn Imley
- CRD
- 6482154
- Firm
- Soaring Investment Management · CRD 305273
- Role
- Member
- Office
- Rancho Palos Verdes, CA
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- soaringinvestmentmanagement.com
Where does Eric Imley work?
Eric Imley has held the title Member at Soaring Investment Management, LLC since August 2025, and is a control person of the firm.
Is Eric Imley a financial advisor?
Yes. Eric Imley has a current investment-adviser registration in California and North Carolina, through Soaring Investment Management since July 2025.
How many years of experience does Eric Imley have?
Eric Imley has 11 years in the financial industry, since September 2015, across 3 adviser firms.
What exams has Eric Imley passed?
Eric Imley has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2015. FINRA credited Eric Imley with the SIE, which began in October 2018.
Where did Eric Imley work before Soaring Investment Management?
Before Soaring Investment Management, Eric Imley was registered through Protection Point Advisors, October 2018 to July 2025; Cambridge Investment Research Advisors, Inc., November 2015 to February 2019.
Where is Eric Imley based?
Eric Imley’s registered office is in Rancho Palos Verdes, CA.
Is Eric Imley registered with FINRA?
No. Eric Imley has no current broker registration.
Is Eric Imley a CFP?
Soaring Investment Management lists Eric Imley with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Eric Imley, CFP® biography, soaringinvestmentmanagement.com
How can I verify Eric Imley’s record?
Search CRD 6482154 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Imley’s full registration record.
