Eric Gauthier (CRD# 7622134) is an Investment Advisor Representative working at Val Vista Capital Management, LLC in Sun Lakes, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Terra Wealth | Sun Lakes, AZ | Apr 2024 - Current | < 1 |
| Val Vista Capital Management (d/b/a Netzel Financial) | Chandler, AZ | Aug 2022 - Apr 2024 | 1 |
| Unemployed | Sedona, AZ | Sep 2020 - Jul 2022 | 1 |
| Advanced Energy | Denver, CO | Feb 2014 - Aug 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- AZ
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts429ACCOUNTS
-
Average Account Value$188,916
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.