Eric Lee (CRD# 2256503) is an Investment Advisor Representative working at Lpl Financial LLC in Rapid City, SD and has over 31 years of experience in the finance industry.
CRD# 3205339
Rbc Capital Markets, LLC
CRD# 6140072
Lpl Financial LLC
CRD# 1315766
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Puple Wealth, Llc/ Lpl Financial | Rapid City, SD | Jan 2023 - Current | 1 |
| Lpl Financial LLC | Rapid City, SD | Jan 2023 - Current | 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Jan 2016 - Jan 2023 | 7 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Sep 2020 | 2 |
| Purple Wealth, LLC | Rapid City, SD | Dec 2010 - Feb 2018 | 7 |
| Girard Securities | Rapid City, SD | Jan 2016 - Nov 2017 | 1 |
| Lpl Financial | Rapid City, SD | Mar 2001 - Jan 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
- SD
- TX
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Total Assets Under Management463,475MILLIONS
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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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