Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bakar is an investment advisor representative at Root Financial Partners. Eric has been in the financial industry for 10 years. Eric holds the Series 65 license. Eric has worked for a number of firms including Stanford Water Polo Club, Currency Capital LLC, Brownson, Rehmus & Foxworth, Inc., Portola Partners Group LLC, ICONIQ Capital, Portola Partners, Corient, Corient Services LLC, and Root Financial Partners. Eric has a specialization in financial planning, pension consulting and portfolio management for individuals.
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.
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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CA
11/11/2024 - Present
Root Financial Partners (ENCINITAS CA)
IA
Issued 02/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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