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Eduardo Enrique Lafosse

American Investors Co.

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About Eduardo Enrique Lafosse

Eduardo Lafosse is a financial advisor with American Investors Co., a firm with 30 investment advisor representatives and 32 investment advisory functions. Eduardo has been in the industry since 1986 and has experience working with high net worth individuals, charitable organizations, and pension and profit-sharing plans. Eduardo has been registered as a broker-dealer in several states including Arizona, California, Florida, Hawaii, Texas, and Washington. Eduardo has a strong background in financial planning and portfolio management and is able to offer these services to individuals and businesses.

Firm Information

Eduardo Lafosse is currently registered with American Investors Co.. American Investors Co. is a California-based corporation that has been in operation since 1973. The firm provides financial planning, portfolio management services for businesses and individuals, and selects other advisors for clients. They are registered with the SEC and in 40 states. They manage over $616 million in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. The firm has over 80 employees, including 20 licensed agents, 30 investment adviser representatives, and 32 registered representatives. They have been involved in 3 regulatory events and 2 arbitrations.
American Investors Co.

12667 ALCOSTA BLVD., SUITE 160

SAN RAMON, CA 94583

$616.90M

Assets Under Management

18

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eduardo Lafosse’s Registration & Firm History

CA

02/02/1990 - Present

American Investors Co. (Cupertino CA)

AZ

02/20/1986 - 02/20/1990

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

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Licenses & Designations

BC

Issued 10/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eduardo Enrique Lafosse.
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