Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Gauthier is an investment advisor representative with Terra Wealth in SUN LAKES, AZ. Eric is an active investment advisor representative registered with the state of Arizona. Eric has been in the industry since February 2014. Eric is a Series 65 licensed professional who previously worked at Val Vista Capital Management (d/b/a Netzel Financial) in Chandler, AZ and Advanced Energy in Denver, CO. Eric specializes in retirement planning, portfolio management, financial planning, and selection of other advisers. Eric is also an owner of Bell Rock Consulting, which provides software and marketing consulting services.
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.
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.
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AZ
05/01/2024 - Present
Terra Wealth (SUN LAKES AZ)
IA
Issued 11/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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