Eric Harbak, financial advisor Las Vegas NV
71 score

Eric Harbak

CRD Number: 4600888
Current Firm: The Mutual Fund Store

Eric Harbak (CRD# 4600888) is an Investment Advisor Representative working at The Mutual Fund Store in Las Vegas, NV and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC Las Vegas, NV Dec 2015 - Current 1
Tmfs-las Vegas, LLC Las Vegas, NV Jul 2011 - Nov 2015 4
Eric Harbak Insurance Agency Duvall, WA Jun 2010 - Jul 2011 1
State Farm Vp Management Corp. Duvall, WA Jun 2010 - Jul 2011 1
State Farm Vp Management Corp Gold Bar, WA Dec 2009 - May 2010 < 1
State Farm Insurance Gold Bar, WA Oct 2009 - May 2010 < 1
Edward Jones St Louis, MO Oct 2002 - Oct 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Jan 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric M. Harbak
Phone Number: 913-319-8100
Registered State(s):
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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