Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Powell is a financial advisor with LPL Financial LLC in Springfield, OH. Eric is a certified financial planner with over 12 years of experience in the financial industry. He is registered to provide investment advice in 14 states and has a Series 7, Series 66, and SIE licenses. He has previous experience with CADARET, GRANT & CO., INC. and Baker Krizner Financial Planning. Eric focuses on providing financial planning services to individuals, families, and businesses. He also specializes in investment management and retirement planning.
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
OH
04/23/2022 - Present
LPL Financial LLC (SPRINGFIELD OH)
OH
10/13/2010 - 05/10/2022
CADARET, GRANT & CO., INC. (SPRINGFIELD OH)
BOTH
Issued 02/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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