Eric Oatman, financial advisor Aurora IN

Eric Oatman

CRD Number: 5347387
Current Firm: Lpl Financial LLC

Eric Oatman (CRD# 5347387) is an Investment Advisor Representative working at Lpl Financial LLC in Aurora, IN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Aurora, IN Feb 2024 - Current < 1
Ameriprise Financial Services, Inc. Aurora, IN May 2007 - Feb 2024 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Eric D. Oatman
Phone Number: 704-733-3300
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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