Eric Phelps (CRD# 4430083) is an Investment Advisor Representative working at Lpl Financial LLC in Killeen, TX and has over 22 years of experience in the finance industry.
CRD# 6472383
Raymond James Financial Services Advisors, Inc.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Killeen, TX | Nov 2022 - Current | 1 |
| Cadence Bank | Kileen, TX | Jun 2021 - Current | 2 |
| Texas National Guard | Unknown, TX | Nov 2001 - Current | 22 |
| Infinex Investments, Inc. | Meriden, CT | Jun 2021 - Nov 2022 | 1 |
| Ameriprise Financial Services, Inc. | Killeen, TX | Jun 2018 - Jun 2021 | 3 |
| National Bank | Copperas Cove, TX | Nov 2005 - Jun 2021 | 15 |
| Investment Professionals, Inc. | Copperas Cove, TX | Oct 2009 - Sep 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2001 |
- TX
-
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
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