Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Rader is a financial advisor with Lion Street Advisors, LLC. Eric has been in the industry since 1984. Eric specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses. Eric holds both Series 6 and Series 63 licenses. Eric has previously worked with The Leaders Group, Inc. and Mid Atlantic Capital Corporation.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/08/2020 - Present
Lion Street Advisors, LLC (AUSTIN TX)
CO
01/03/2011 - 07/17/2020
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
06/22/2006 - 01/03/2011
MID ATLANTIC CAPITAL CORPORATION (SEWICKLEY PA)
PA
08/01/2003 - 06/28/2006
WALNUT STREET SECURITIES, INC. (PITTSBURGH PA)
WI
08/28/1984 - 06/02/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
02/07/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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