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Eric Leake
from Anchor Capital
Eric Leake is a financial advisor based in California, Aliso Viejo,
with 32 years of experience. Eric currently works for
Anchor Capital.
Eric maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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 Leake works at Anchor Capital
Anchor Capital is a financial advisory firm based in Aliso Viejo, California. It currently has approximately $656,540,517 of assets under management and employs about 5 people. Anchor Capital uses a fee structure of a percentage of assets under your management and flat fee.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management and flat fee
Office location
15 Enterprise, Suite 450, Aliso Viejo, California, 92656
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