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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 Harbak is an investment advisor representative at LPL Financial LLC and has been with the firm since June 2022. Eric has over 20 years of experience in the financial services industry, having previously worked at State Farm VP Management Corp. and Edward Jones. Eric holds Series 7, 63, and 66 securities licenses and is registered in Nevada and Texas. Eric specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to a wide range of clients, including individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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CA
07/07/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
WA
12/14/2009 - 07/18/2011
STATE FARM VP MANAGEMENT CORP. (DUVALL WA)
WA
01/09/2003 - 10/15/2009
EDWARD JONES (MONROE WA)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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