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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 Young is a financial advisor registered with LPL Financial LLC. Eric has been in the financial services industry since 2002 and has passed the Series 7, 66, 26 and SIE exams. Eric has previously worked at Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Citicorp Investment Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Eric has offices in Oakland, California. Eric has 1 registration in California and is registered to provide both investment advice and broker-dealer services. Eric is a financial advisor with LPL Financial LLC. Eric provides financial planning, consulting, portfolio management and other non-discretionary advisory services to individuals, high-net-worth individuals, corporations, trusts, and other entities.
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
CA
06/05/2018 - Present
LPL Financial LLC (OAKLAND CA)
CA
01/03/2011 - 04/17/2018
WELLS FARGO CLEARING SERVICES, LLC (CONCORD CA)
CA
09/30/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (REDWOOD CITY CA)
NY
10/22/2002 - 12/04/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/22/2001 - 07/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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