Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Vincent has been a financial advisor since 1990. Eric is currently registered as a Broker and Investment Advisor with LPL Financial LLC. Eric has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Eric's previous experience includes working with Edward Jones & Co., L.P., Brokers Transaction Services, Inc., and Signal Securities, Inc.. Eric holds Series 6, 7, 24, and 63 licenses. Eric also holds the Securities Industry Essentials Examination (SIE) license. Eric is licensed to provide financial services in multiple states, including Texas, Florida, Arizona, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Minnesota, Missouri, Montana, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Utah, and Washington.
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
TX
09/30/1998 - Present
LPL Financial LLC (DECATUR TX)
TX
02/21/1996 - 09/30/1998
SIGNAL SECURITIES, INC. (FORT WORTH TX)
TX
12/10/1994 - 02/20/1996
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
MO
01/14/1994 - 08/11/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
TX
01/11/1993 - 07/06/1993
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NJ
07/23/1990 - 01/24/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/23/1990 - 01/24/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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