Invested Better
Unclaimed

Unclaimed

Unclaimed

Erin Christine Harcourt

Assetmark Brokerage, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Erin? Claim Your Profile

About Erin Christine Harcourt

Erin Christine Harcourt is a financial advisor located in Concord, California. Erin is registered with Assetmark Brokerage, LLC and has been in the industry since June 2020. Erin has passed the Series 63, Series 7 and SIE exams. Prior to joining Assetmark Brokerage, LLC, Erin was employed by Equitable Advisors, LLC.

Firm Information

Erin Harcourt is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Erin Harcourt’s Registration & Firm History

CA

06/14/2021 - Present

Assetmark Brokerage, LLC (CONCORD CA)

WA

06/17/2020 - 06/01/2021

EQUITABLE ADVISORS, LLC (BELLEVUE WA)

Not sure if Erin Christine Harcourt is right for you?

Licenses & Designations

BC

Issued 05/15/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erin Christine Harcourt.
Not sure if Erin Christine Harcourt is right for you?