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Eric Nost

LPL Financial LLC
42 Years of Experience
Kilmarnock, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Nost is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kilmarnock, VA, with 42 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 S. Main Street, Kilmarnock, VA, 22482

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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 LLCBroker
November 2021 - Present · 4 yrs 11 mos
LPL Financial LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Infinex Investments, INC.
March 2017 - December 2021 · 4 yrs 9 mos
Infinex Investments, INC.Broker
March 2017 - December 2021 · 4 yrs 9 mos
LPL Financial LLC
October 2011 - March 2017 · 5 yrs 5 mos
LPL Financial LLCBroker
October 2011 - March 2017 · 5 yrs 5 mos
Uvest Financial Services Group, INC.Broker
April 2008 - October 2011 · 3 yrs 6 mos
Uvest Financial Services Group, INC.
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.
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