Erik Christopher Lure

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → 10/2017
  National Planning Corporation
  Medford, NJ
• 10/2017 → 06/2024
  Securities America, Inc.
  Marlton, NJ
• 10/2017 → 06/2024
  Securities America Advisors
  Marlton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Marlton, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Marlton, NJ

Previous Registrations

• 2017-10-23 → 2024-06-14
  Securities America Advisors, Inc.
  Marlton, NJ
• 2008-01-23 → 2017-10-17
  National Planning Corporation
  Marlton, NJ

Other Businesses

**AFR FINANCIAL GROUP - DBA **ERIK LURE POSITION: sales NATURE: life insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1997 ADDRESS: 5 Greentree Ct, 525 rt 73 n, Marlton NJ 08053 DESCRIPTION: life insurance sales ***ERIK LURE POSITION: advisor NATURE: fee based securities through SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2018 ADDRESS: 525 rt 73 n, suite 205, marlton NJ 08053 DESCRIPTION: fee based advisory planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-17
• S63 Uniform Securities Agent State Law Examination
  1998-03-23