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
-
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
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 derived from SEC.gov data covering 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.
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.