Unclaimed
Eric Kurth is a financial advisor with LPL Financial LLC. Eric has over 30 years of experience in the financial services industry. Eric has a Series 6, 7, 24, 63, and 65 license. Eric is registered in Alabama, Arizona, Arkansas, California, District of Columbia, Florida, Illinois, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Missouri, Montana, New Mexico, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin. Eric specializes in providing financial planning, portfolio management, pension consulting, and other advisory services. Eric is dedicated to providing personalized financial advice to 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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2
MO
01/18/2024 - Present
LPL Financial LLC (SPRINGFIELD MO)
MO
08/19/1992 - 07/21/2021
WADDELL & REED (Springfield MO)
KS
01/25/1991 - 07/27/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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