Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Barbarita is a registered investment advisor and securities representative based in San Diego, California. Eric is licensed to offer financial advice in California, Florida, New York, Pennsylvania, and Texas. Eric has worked in the financial services industry since 2012, and has extensive experience in investment advising, portfolio management, and financial planning. Currently, Eric is an Investment Advisor Representative at Concorde Asset Management, LLC and a Registered Representative at Bangerter Financial Services, Inc. Eric is committed to providing personalized financial guidance to individuals and families, and has a passion for helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
CA
06/02/2023 - Present
Concorde Asset Management, LLC (San Diego CA)
CA
08/29/2022 - 09/16/2022
EMERSON EQUITY LLC (SAN MATEO CA)
CA
09/27/2012 - 06/19/2013
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
BC
Issued 11/03/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 05/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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