Eric Shute (CRD# 6256163) is an Investment Advisor Representative working at Leisure Capital Management, Inc. in Costa Mesa, CA and has over 9 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leisure Capital Management | Costa Mesa, CA | Sep 2023 - Current | < 1 |
| Ubs Financial Services | Dallas, TX | Oct 2013 - Sep 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CA
-
Total Assets Under Management704MILLIONS
-
Total Number of Accounts324ACCOUNTS
-
Average Account Value$2,172,644
- A percentage of assets under your management
- Hourly charges
- 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)
CA, LA, PR, TX
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