Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Todd Murr is a financial advisor with LPL Financial LLC. Eric has been in the financial services industry since 2009 and has held previous roles with Citizens Securities, Inc., M&T Securities, Inc., CUSO Financial Services, L.P., and CUNA Brokerage Services, Inc. Eric is registered to provide investment advice in California, Florida, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, Virginia and West Virginia. Eric is Series 6, 7, 63 and 66 licensed. Eric's areas of expertise include financial planning, investment management, and retirement planning. He works with a variety of clients, including individuals, families, businesses, and charitable organizations. Eric is committed to providing his clients with personalized service and a comprehensive approach to financial 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
PA
11/13/2019 - Present
LPL Financial LLC (HARRISBURG PA)
PA
09/12/2017 - 10/22/2019
CITIZENS SECURITIES, INC. (LEVITTOWN PA)
PA
05/09/2016 - 06/02/2017
M&T SECURITIES, INC. (YORK PA)
PA
06/02/2014 - 11/21/2014
CUSO FINANCIAL SERVICES, L.P. (TREVOSE PA)
PA
10/13/2009 - 02/05/2014
CUNA BROKERAGE SERVICES, INC. (HORSHAM PA)
BOTH
Issued 04/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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