Eric Allen, financial advisor Lawrence KS
89 score

Eric Allen

CRD Number: 5967962
Current Firm: Lpl Financial LLC

Eric Allen (CRD# 5967962) is an Investment Advisor Representative working at Lpl Financial LLC in Lawrence, KS and has over 3 years of experience in the finance industry.

Similar Advisors
Rance Carlson, CFP®, MBA, financial advisor Lawrence KS
Rance J. Carlson, CFP®, MBA
CRD# 5110433
Communityamerica Financial Solutions, LLC
Score
103
Similar Advisors
David Haik, financial advisor Lawrence KS
David M. Haik
CRD# 2559633
Bankers & Investors Company
Score
100
Similar Advisors
Garrett Harper, financial advisor Lawrence KS
Garrett Harper
CRD# 5983168
Eagle Strategies LLC
Score
98
Company Name Location Dates Years
Lpl Financial LLC Lawrence, KS Mar 2013 - Current 3
The Perspective Group, LLC ;awrence, KS Aug 2011 - Mar 2013 1
Aerotek Lawrence, KS Jul 2011 - Aug 2011 < 1
Unemployed Lawrence, KS Apr 2011 - Jul 2011 < 1
Culvers Lawrence, KS Oct 2010 - Apr 2011 < 1
Unemployed Lawrence, KS Apr 2010 - Oct 2010 < 1
Liberty Tax Service Lawrence, KS Dec 2009 - Apr 2010 < 1
Backyard Burgers Lawrence, KS Oct 2005 - Dec 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Eric Allen
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • KS
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

Ready to hire a financial advisor? Get competitive proposals from Eric Allen and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.