Eric Sanborn (CRD# 1539881) is an Investment Advisor Representative working at On Track Financial LLC in Concord, NH and has over 25 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| On Track Financial LLC | Canterbury, NH | Mar 2024 - Current | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2016 - Current | 7 |
| Essential Planning, LLC | Portsmouth, NH | Jun 2015 - Current | 8 |
| Jason & Charles LLC | Canterbury, NH | Dec 2011 - Current | 12 |
| Lord & Sanborn Inc. | Portsmouth, NH | Jun 1999 - Mar 2024 | 24 |
| Investors Capital Corporation | Lynnfield, MA | Jul 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
| S63 | Uniform Securities State Law Examination | Nov 2014 |
- FL
- ME
- MA
- NH
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$537,931
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, MA, ME, NH
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