Eric J. Leider

ENDURING FINANCIAL

MCKINNEY, TX

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CRD#: 6921256

Professional summary

Eric J Leider, CFP®, who also goes by Eric Joseph Leider, is a registered financial advisor currently at ENDURING FINANCIAL located in Mckinney, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eric has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Joseph Leider

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric J Leider's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

March 21, 2025 - Present

ENDURING FINANCIAL

RIA

CRD#: 334528

MCKINNEY, TX

Past

February 24, 2021 - October 31, 2022

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

San Marcos, CA

Past

September 4, 2020 - March 19, 2021

GOLDMAN SACHS & CO. LLC

CRD#: 361

SAN DIEGO, CA

Past

March 19, 2019 - March 19, 2021

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

SAN DIEGO, CA

Past

March 11, 2019 - September 1, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAN DIEGO, CA

Past

October 19, 2018 - March 13, 2019

THE FINANCIAL TEAM, INC.

RIA

CRD#: 141355

CARLSBAD, CA

Past

August 24, 2018 - March 19, 2019

RANCE KING SECURITIES CORP.

CRD#: 15737

CARLSBAD, CA

Past

May 14, 2018 - July 25, 2018

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/17/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2018

General Securities Representative Examination

Current Firm

ENDURING FINANCIAL

ENDURING FINANCIAL | ENDURING FINANCIAL, LLC

CRD#: 334528 / SEC#:

Texas

Registered Investment Advisory firm - (3/21/2025 Approved)

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Contact information

Main Address

Mckinney, TX

Mailing Address

Phone number

(626) 354-9824

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Eric J. Leider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric J Leider's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDURING FINANCIAL

PERSONAL CAPITAL ADVISORS CORPORATION

GOLDMAN SACHS & CO. LLC

UNITED CAPITAL FINANCIAL ADVISORS

CETERA WEALTH SERVICES, LLC

THE FINANCIAL TEAM, INC.

RANCE KING SECURITIES CORP.

SPIRE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2018

Current Firm

ENDURING FINANCIAL

Contact information

Documents

Red Flags

Company Information

ENDURING FINANCIAL

TRUST BUT VERIFY

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