Eric Katz

from Leo Wealth, LLC
SEC regulated
Regulated Investment Advisor
Eric Katz is a financial advisor based in Texas, Hurst, with 25 years of experience. Eric currently works for Leo Wealth, LLC. Eric maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Eric Katz works at Leo Wealth, LLC
Leo Wealth, LLC is a financial advisory firm based in Hurst, Texas. It currently has approximately $1,759,026,199 of assets under management and employs about 28 people. Leo Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and financial planning fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and financial planning fees
Office location
860 Airport Freeway, Suite 402, Hurst, Texas, 76054

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