Chad Erceg, financial advisor Bethlehem PA
93 score

Chad Erceg

CRD Number: 5465316
Current Firm: Lpl Financial LLC

Chad Erceg (CRD# 5465316) is an Investment Advisor Representative working at Lpl Financial LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Bethlehem, PA Sep 2008 - Current 8
National Penn Bank Bethlehem, PA Mar 2008 - Sep 2008 < 1
Primevest Financial Services, Inc. St. Cloud, MN Dec 2007 - Sep 2008 < 1
Knbt Bethlehem, PA Feb 1996 - Mar 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Chad A. Erceg
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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