Eric Berner (CRD# 5283669) is an Investment Advisor Representative working at Lpl Financial LLC in Hendersonville, TN and has over 16 years of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
CRD# 5393857
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Hendersonville, TN | Jul 2021 - Current | 2 |
Whiskey University | Columbia, TN | Nov 2020 - Jul 2021 | < 1 |
Napo Nashville | Brentwood, TN | May 2019 - Jul 2021 | 2 |
Exclusive Business Group | Nashville, TN | Jun 2018 - Jul 2021 | 3 |
White House Area Chamber Of Commerce | White House, TN | Apr 2018 - Jul 2021 | 3 |
Cwmg, LLC | Nashville, TN | Jan 2018 - Jul 2021 | 3 |
Senior Services Network | Hendersonville, TN | Jul 2016 - Jul 2021 | 5 |
Picking Nashville | Hendersonville, TN | Jan 2016 - Jul 2021 | 5 |
Mtshrm | Antioch, TN | Jan 2012 - Jul 2021 | 9 |
Various Insurance Carriers For W & R Insurance Agencies | Hendersonville, TN | Sep 2007 - Jul 2021 | 13 |
Waddell & Reed, Inc. | Hendersonville, TN | Feb 2007 - Jul 2021 | 14 |
Self-employed | Hendersonville, TN | Dec 2001 - Jul 2021 | 19 |
Doing Good | Nashville, TN | Oct 2014 - Aug 2020 | 5 |
Nashville Sounds Baseball | Nashville, TN | Apr 2007 - Aug 2020 | 13 |
Mtshrm | Murfeesboro, TN | Dec 2017 - Feb 2018 | < 1 |
Bni | Nashville, TN | Aug 2009 - Dec 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- TN
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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