EN
CFP
EN
CFP

Eric Nost

41 Years of Experience
Richmond, VA
BrokerSells Insurance

Eric Nost is a CFP-designated registered investment advisor at LPL Financial LLC, based in Richmond, VA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1801 Bayberry Ct., Richmond, VA, 23226

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric operates under multiple DBAs for his LPL business and serves as President & CEO of BRB Trust, dedicating minimal time to the latter. He is also an agent for non-variable insurance through BRB Insurance Agency, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Infinex Investments, INC.Broker
March 2017 - December 2021 · 4 yrs 9 mos
Infinex Investments, INC.
March 2017 - December 2021 · 4 yrs 9 mos
LPL Financial LLCBroker
October 2011 - March 2017 · 5 yrs 5 mos
LPL Financial LLC
October 2011 - March 2017 · 5 yrs 5 mos
Uvest Financial Services Group, INC.
April 2008 - October 2011 · 3 yrs 6 mos
Uvest Financial Services Group, INC.Broker
April 2008 - October 2011 · 3 yrs 6 mos
Bi Investments, LLC
January 2005 - April 2008 · 3 yrs 3 mos
Bi Investments, LLCBroker
January 2005 - April 2008 · 3 yrs 3 mos
Raymond James Financial Services
February 1999 - January 2005 · 5 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 1999 - January 2005 · 6 yrs
Robert Thomas Securities, INCBroker
April 1995 - January 1999 · 3 yrs 9 mos
Ferguson, Andrews & Associates, INC.Broker
October 1992 - April 1995 · 2 yrs 6 mos
Dominion Investment Banking, INC.Broker
November 1990 - October 1992 · 1 yr 11 mos
Wheat, First Securities, INC.Broker
April 1984 - November 1990 · 6 yrs 7 mos
State Registrations26 states
ALARCACOCTDCDEFLGALAMAMDMEMINCNHNJNMNYOHOKPASCSDTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.