EC
Eric D. Couillard
COUILLARD CAPITAL LLC
LOS ANGELES, CA 90071
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CRD#: 7999561
EC
Professional summary
Eric David Couillard is a registered financial advisor currently at COUILLARD CAPITAL LLC located in Los Angeles, California.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Eric has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Eric Couillard, Sole Proprietor; Inv related: Yes; Address: LA, CA; nature: Insurance Agent; start: 04/2023; 5 hours/month, 0 during securities trading. National Life Group; Inv related: Yes; Address: LA, CA; nature: Agent; start: 04/2023; 5 hours/month, 0 during securities trading.
CRS (Client Relationship Summary) - RIA
Click below to view Eric David Couillard'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®
NoneExperience
Current
January 2, 2025 - Present
COUILLARD CAPITAL LLC
Office #1: 515 South Flower St., Suite 1800, Los Angeles, CA 90071RIA
CRD#: 333709
LOS ANGELES, CA
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
California(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CC
COUILLARD CAPITAL LLC
COUILLARD CAPITAL LLC | COUILLARD CAPITAL, LLC
CRD#: 333709 / SEC#:
California
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Contact information
Main Address
515 South Flower St., Suite 1800, Los Angeles, CA 90071
Mailing Address
Phone number
(916) 751-6010
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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