Unclaimed
Eric Lecours is a financial advisor with Tamar Securities, LLC. Eric has been in the industry since 2015 and has worked for several firms including Geneos Wealth Management, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric is a Certified Financial Planner and is registered in California. Eric specializes in financial planning, wealth management, and alternative investments.
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.
Alternative investments & professional alliance network
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.
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
CA
01/06/2020 - Present
Tamar Securities, LLC (WOODLAND HILLS CA)
CA
06/15/2017 - 06/12/2019
GENEOS WEALTH MANAGEMENT, INC. (IRVINE CA)
MA
10/14/2015 - 06/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY MA)
BOTH
Issued 11/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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