Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Richard Sommers is a financial advisor registered with LPL Financial LLC. Eric is a Registered Representative and Investment Advisor Representative. His areas of specialization include financial planning, portfolio management, and retirement planning. Eric is also a tax preparer and has an insurance agency. Eric has been in the financial services industry since 2016. He is registered in Iowa, Illinois, Missouri, Oregon and California. Prior to joining LPL Financial LLC, Eric was a Registered Representative and Investment Advisor Representative with Pruco Securities, LLC and MWA Financial Services Inc.
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
IA
09/22/2021 - Present
LPL Financial LLC (DAVENPORT IA)
IL
06/17/2019 - 06/28/2021
PRUCO SECURITIES, LLC. (MOLINE IL)
IL
07/22/2016 - 06/13/2019
MWA FINANCIAL SERVICES INC. (Moline IL)
IA
Issued 08/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Sommers is the right advisor for you? Invested Better is here to help.
