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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wellons is a financial advisor at LPL Financial LLC. Eric has been in the industry since August 2012. He has passed both Series 7 and Series 66 exams. Eric works in Brentwood, TN. He has experience with various investment services, including financial planning, portfolio management, and pension consulting. Eric is registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
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.
1
2
TN
10/01/2024 - Present
LPL Financial LLC (BRENTWOOD TN)
TN
08/08/2012 - 08/22/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
BOTH
Issued 09/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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