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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Butler Lusk has been in the financial services industry since July 1995. Eric is currently an Investment Advisor Representative at Bolton Securities Corp., a firm based in Bolton, Massachusetts. Eric is also a Registered Representative of FINRA. Eric is licensed to sell fixed life and annuities products and is a talk show host for a local radio show in Portland, Maine. Eric has experience with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans and banking or thrift institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
ME
10/13/2014 - Present
Bolton Securities Corp. (FALMOUTH ME)
ME
11/10/2004 - 10/09/2014
CANTELLA & CO., INC. (PORTLAND ME)
CA
11/25/2002 - 11/19/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
10/21/1997 - 12/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
07/14/1995 - 10/26/1995
S.N. PHELPS & CO.
IA
Issued 11/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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