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Eric J Leider

Eric J Leider

CFP®
CRD# 6921256·Registered 2018 - 2026
Previously Registered: Being a previously registered professional could mean that Eric is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Eric J Leider, CFP®, who also goes by Eric Joseph Leider, was a registered financial advisor. Eric was a previously registered financial professional and started their career in finance 2018 - 2026. Eric had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Joseph Leider

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2020

Years of Experience

8 years in the financial services industry

Current & Past Employments

ENDURING FINANCIAL·CRD# 334528
RIA
Mckinney, TX
March 21, 2025 - February 27, 2026
PERSONAL CAPITAL ADVISORS CORPORATION·CRD# 155172
RIA
San Marcos, CA
February 24, 2021 - October 31, 2022
GOLDMAN SACHS & CO. LLC·CRD# 361
BD
San Diego, CA
September 4, 2020 - March 19, 2021
UNITED CAPITAL FINANCIAL ADVISORS·CRD# 134600
RIA
San Diego, CA
March 19, 2019 - March 19, 2021
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
San Diego, CA
March 11, 2019 - September 1, 2020
THE FINANCIAL TEAM, INC.·CRD# 141355
RIA
Carlsbad, CA
October 19, 2018 - March 13, 2019
RANCE KING SECURITIES CORP.·CRD# 15737
BD
Carlsbad, CA
August 24, 2018 - March 19, 2019
SPIRE SECURITIES, LLC·CRD# 144131
BD
Mclean, VA
May 14, 2018 - July 25, 2018

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Current Firm

EF
ENDURING FINANCIAL

ENDURING FINANCIAL | ENDURING FINANCIAL, LLC

CRD#: 334528

Contact Information

Main Address

Mckinney, TX

Phone Number

(626) 354-9824

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name - Conrad Sun, LLC dba REN Athletics Investment related - No Address - 900 Wilmeth Road, Suite 200, Dock Door #39, McKinney, TX 75069 Nature of the other business - Athletic apparel Position/Title - Chief Financial Officer Start date - 10/2022 Number of hours/month - 80 Number of hours during securities trading hours - 20/week Duties - Oversees accounting, finance, and sales operations, including invoicing and accounts receivable

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2018About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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Eric J Leider
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