Eric Matthews, financial advisor Beverly Hills CA
90 score

Eric Matthews

CRD Number: 6093050
Current Firm: Lourdmurray

Eric Matthews (CRD# 6093050) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Rts Private Wealth Management Phoenix, AZ Apr 2012 - Current 4
Time And Action Productions Sherman Oaks, CA Jul 2011 - Apr 2012 < 1
Cbs Studios/friendo Inc/lt Dan Bankd LLC Studio City, CA Jan 2006 - Jul 2011 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Eric D. Matthews
Phone Number: 800-780-9858
Registered State(s):
  • CA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    3,013
    MILLIONS
  • Total Number of Accounts
    1,476
    ACCOUNTS
  • Average Account Value
    $2,041,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, IL, LA, NJ, NV, NY, PA, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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