Eric Andersen (CRD# 3218715) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, CA and has over 23 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Roseville, CA | Aug 2009 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
- CA
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Total Assets Under Management404,176MILLIONS
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Total Number of Accounts1,517,995ACCOUNTS
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Average Account Value$266,257
- 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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