Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Andrew Bourbon is a financial advisor with LPL Financial LLC. Erick has been working in the financial industry since February 12, 1991. Erick has a total of 26 state licenses and is registered with the state of Massachusetts as a Registered Investment Advisor. Erick is also registered with the state of Texas as a Registered Investment Advisor. Erick is affiliated with Salem Five Investment Services, LLC, Salem Five Insurance Holdings and Salem Five Financial, LLC. Erick's current office is located at ONE SALEM GREEN in SALEM, MA. Erick works with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Erick provides a range of financial services, including financial planning, portfolio management, and investment consulting. Erick's current firm, LPL Financial LLC, is a large independent broker-dealer with over $50 billion in assets under management. LPL Financial LLC is headquartered in Fort Mill, South Carolina and provides financial services to clients across the United States.
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
MA
04/30/2013 - Present
LPL Financial LLC (SALEM MA)
MA
09/04/1996 - 01/31/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MN
02/13/1991 - 09/18/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/13/1991 - 09/18/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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