EB
EB

Eric Bahr

24 Years of Experience
Meredith, NH
BrokerSells Insurance

Eric Bahr is a registered investment advisor, based in Meredith, NH, with 24 years of industry experience.

Location

186 Daniel Webster Highway, Ste. 2, Meredith, NH, 03253

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eric is an advisory representative of a RIA, a partner at Aggregate Wealth Strategies and Insurance Advisors, and the owner of Caddis in the Rough and Bahr Casey Financial Services. He dedicates nearly full-time hours to his role as an advisory representative, about half his time to Aggregate Wealth Strategies and Insurance Advisors, about 10-20% of his time to Bahr Casey Financial Services, and minimal time to Caddis in the Rough.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2017 - Present · 8 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Lincoln Financial Securities Corporation
October 2005 - December 2017 · 12 yrs 2 mos
Lincoln Financial Securities CorporationBroker
April 2005 - December 2017 · 12 yrs 8 mos
PFS Investments INC.Broker
May 2001 - April 2005 · 3 yrs 11 mos
State Registrations15 states
AZCACOFLILMAMEMINHNJOHOKTXUTVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Bahr - Financial Advisor | TrueAdvisor