Eric Dubose

Eric Dubose Email and Phone Number

Lead Wealth Manager at LPL Financial @ LPL Financial
Tucson, AZ, US
Eric Dubose's Location
Tucson, Arizona, United States, United States
Eric Dubose's Contact Details

Eric Dubose personal email

n/a
About Eric Dubose

I help individuals and families at Vantage West Wealth Management reach their financial goals by providing sound financial advice based on 10 years of experience in the industry. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.As a wealth manager, I want to share my passion for investment planning and improve the lives of my clients. Early on in my life I learned about the time-value of money and the power of compounding interest, and I was struck by what a difference a seemingly simple financial decision could have on a long-term portfolio. I started investing and planning as soon as I turned 18 and it still remains a passion of mine. I graduated from the University of Arizona and I currently hold FINRA securities registrations, as well as the AZ Health and Life producer licensing.In my spare time, I enjoy investing in my family — there’s no better investment than that! My beautiful wife and I are celebrating 10 years of marriage, and I am a proud father to my 8 year old son, 6 year old daughter and 4 year old son. I also enjoy coin collecting, traveling, and volunteering at my local church.Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose Value.Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors.

Eric Dubose's Current Company Details
LPL Financial

Lpl Financial

View
Lead Wealth Manager at LPL Financial
Tucson, AZ, US
Website:
lpl.com
Employees:
14027
Eric Dubose Work Experience Details
  • Lpl Financial
    Lead Wealth Manager At Lpl Financial
    Lpl Financial
    Tucson, Az, Us
  • Lpl Financial
    Lead Wealth Manager
    Lpl Financial Sep 2023 - Present
  • Cuna Brokerage Services, Inc
    Associate Financial Advisor
    Cuna Brokerage Services, Inc Aug 2018 - Sep 2023
    Tucson, Arizona Area
  • Vantage West Credit Union
    Investment Representative
    Vantage West Credit Union May 2017 - Aug 2018
    Tucson, Arizona Area
  • Vantage West Credit Union
    Licensed Sales Assistant
    Vantage West Credit Union May 2015 - Aug 2018
  • Vantage West Credit Union
    Investment Sales Assistant
    Vantage West Credit Union Aug 2013 - May 2015
    Tucson, Arizona
  • Vantage West Credit Union
    Financial Representative
    Vantage West Credit Union Jun 2012 - Aug 2013
  • Vantage West Credit Union
    Teller
    Vantage West Credit Union Apr 2011 - May 2012
  • Lionbridge
    Internet Assessor
    Lionbridge Aug 2010 - Apr 2011
  • Officemax
    Sales Associate
    Officemax May 2005 - Jun 2010

Eric Dubose Skills

Customer Service Microsoft Excel Banking Microsoft Office Microsoft Word Marketing Leadership Powerpoint Teamwork Outlook Financial Analysis Series 7 Series 66 Management Team Building Sales Time Management Training Financial Advisor

Eric Dubose Education Details

Frequently Asked Questions about Eric Dubose

What company does Eric Dubose work for?

Eric Dubose works for Lpl Financial

What is Eric Dubose's role at the current company?

Eric Dubose's current role is Lead Wealth Manager at LPL Financial.

What is Eric Dubose's email address?

Eric Dubose's email address is ed****@****ona.edu

What schools did Eric Dubose attend?

Eric Dubose attended University Of Arizona.

What skills is Eric Dubose known for?

Eric Dubose has skills like Customer Service, Microsoft Excel, Banking, Microsoft Office, Microsoft Word, Marketing, Leadership, Powerpoint, Teamwork, Outlook, Financial Analysis, Series 7.

Who are Eric Dubose's colleagues?

Eric Dubose's colleagues are Ilija Potkonjak, Laura Ruvalcaba, Trevor Hayes, Jay Schulman, Chfc, Clu, Sally Werner, Madelyn Peach, Shamika Wallace.

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