Unclaimed
Eric Linn is a financial advisor with LPL Financial LLC. Eric has over 30 years of experience in the financial services industry. Eric is registered with the state of Florida and Texas. Eric is a Certified Financial Planner and has a wide range of experience in providing financial planning, portfolio management, and other advisory services. Eric has worked for several firms during his career, including Genworth Financial Securities Corporation and Capital Brokerage Corporation. Eric is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
05/18/2012 - Present
LPL Financial LLC (THE VILLAGES FL)
FL
01/01/2004 - 12/21/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (FRUITLAND PARK FL)
VA
11/01/2002 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
12/02/1994 - 10/23/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MA
04/03/1993 - 12/06/1994
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NJ
05/02/1991 - 08/25/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/02/1991 - 08/25/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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