Unclaimed
Eric Bahr is a financial advisor registered with Cambridge Investment Research Advisors, Inc.. Eric is a registered representative with 21 years of experience in the financial services industry. Eric has experience with a wide variety of financial products and services, including investment advisory services, financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses. Eric is registered in 13 states and has a variety of licenses and certifications, including Series 6, 7, 24, 63, and 65.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation fees from 3rd party money managers
1
2
NH
01/06/2025 - Present
Cambridge Investment Research Advisors, Inc. (Meredith NH)
NH
04/11/2005 - 12/04/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (MANCHESTER NH)
GA
05/03/2001 - 04/12/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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