SALEM FIVE INVESTMENT SERVICES - Advisor Search

Erick Bourbon   

Financial Consultant

Erick Bourbon

Connect with Erick Bourbon

At Salem Five Investment Services

Erick joined Salem Five in September of 1996. He is the advisor with the longest tenure here at Salem Five Investment Services. Erick’s client base is made up of individuals, corporations, non-profit organizations and small business owners. Erick’s areas of focus include; Wealth Management Services, Income Tax Planning Strategies, Retirement Planning Strategies, Protection and Insurance, Estate Planning Strategies, Saving for Education and General Financial Planning.

Before Joining Salem Five Investment Services

IDS/American Express Financial Advisors, Boston, MA  Financial Advisor, 1991-1996

Education

St. Anselm College, Goffstown, NH – BA in Political Science & Economics, 1986

Credentials

  • Licensed Insurance Broker
  • Life Accident & Health Licenses
  • Industry Licenses for series 7, 63, 66, held through LPL Financial.

Personal

Erick was born in Jenkintown, PA and was raised in Pennsylvania and the North Shore of Massachusetts. Erick currently lives in Magnolia with his two children Madison and Cole, and partner Pamela. Active in the local community, he is an ASM of BSA Troop #3 in Manchester and member of the North Shore Chamber of Commerce. He enjoys spending his “time off” either near the water or on the open road; sailing, fishing, surfing, running and cycling.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.