Unclaimed
Eric Bishop has been a financial advisor for over 34 years. Eric Bishop is currently a Registered Representative with LPL Financial LLC in NIBLEY, UT. Eric Bishop has previous experience with Royal Alliance Associates, Inc. and Valic Financial Advisors, Inc. Eric Bishop has a wide range of experience, specializing in portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars.
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
UT
06/26/2023 - Present
LPL Financial LLC (NIBLEY UT)
UT
01/30/2004 - 06/26/2023
ROYAL ALLIANCE ASSOCIATES, INC. (SOUTH JORDAN UT)
TX
05/28/1999 - 02/10/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/24/1989 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 07/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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