Eric Montgomery Welch

Current Employers

Employment History

• 06/2000 → Present
  Lpl Financial, Llc
  Indianapolis, IN
• 09/1995 → Present
  Harbour Wealth Partners, Inc.
  Indianapolis, IN

Previous Registrations

• 1998-11-06 → 2002-12-31
  Harbour Wealth Partners, Inc.
  Indianapolis, IN

Other Businesses

1. 3/7/2012 - eric.welch@livewellsleepwell.com - DBA: Live Well Sleep Well - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 5/27/2020 - Harbour Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/07/2012 - 2 Hours Per Month/0 Hours During Securities Trading. 3. 6/3/2020 - Harbour Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 12/03/2009 - 2 Hours Per Month/0 Hours During Securities Trading - I provide financial planning and consulting services through Harbour Wealth Partners, Inc, an independent investment advisor firm. I started this business activity in 12/2009. I expect to spend approximately 2 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-28
• S63 Uniform Securities Agent State Law Examination
  1993-05-27

Other Names

• Eric Welch