Eric
Lecours

Tamar Securities, LLC

CRD#6553698
Investment Advisor
in Woodland Hills, CA

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About this Advisor

Eric Lecours is a certified financial planner based in Woodland Hills, California with a total of 3 years of relevant experience. Lecours currently works for Tamar Securities, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, American Income Life Insurance Company, Rutgers-Newark School Of Law, Bank Of America, N.A, Silversage Advisors, Geneos Wealth Management, Geneos Wealth Mangement Inc, Tamar Securities, LLC and Purshe Kaplan Sterling Investments, Inc. Lecours has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Tamar Securities, LLC is a registered investment company based in Woodland Hills, CA. It handles $874 million in assets among its 5,036 accounts, making it one of the bigger firms in the nation by assets under management. Of its 5,036 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on which service is offered. However, fees billed by Tamar Securities, LLC most likely consist of some blend of asset-based, hourly and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

22466 Ventura Boulevard
Woodland Hills, CA 91364

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Tamar Securities, LLC Brokerage Details

Total Assets Under Management

$874,321,495

CA Average: $7,578,581,321
Total Number of Employees

17

CA Average: 43
Total Number of Accounts

5,036

CA Average: 3,727
Average Account Size

$173,614

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Eric Lecours Work History

Eric has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Tamar Securities, LLC

2019 - Present (5 years)

Purshe Kaplan Sterling Investments, Inc

2018 - 2019 (1 year)

Geneos Wealth Mangement Inc

2018 - 2019 (1 year)

Silversage Advisors

2017 - 2018 (1 year)

Silversage Advisors

2017 - 2018 (1 year)

Geneos Wealth Management

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

Bank Of America, N.A

2014 - 2015 (1 year)

American Income Life Insurance Company

2011 - 2014 (3 years)

Rutgers-Newark School Of Law

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Lecours to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tamar Securities, LLC

Joseph Estes
Woodland Hills, CA
Jonathan Ezra
Woodland Hills, CA
Eric Lecours
Woodland Hills, CA
David Sirin
Woodland Hills, CA
Amit Stavinsky
Woodland Hills, CA
Franklin Parks
Woodland Hills, CA
Javier Orozco
Woodland Hills, CA
Mark Benavides
Woodland Hills, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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