Eric Ball
Eric Ball is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Porterville, CA, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
831A W Morton Ave, Porterville, CA, 93257
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is doing business as Ball Wealth Management, a DBA for LPL, and is involved in non-variable insurance activities. He is also a self-employed author, a part-time presenter/speaker on a YouTube channel called "Eric Ball Presents", and a destination speaker.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Kms Financial Services, INC.Broker
Kms Financial Services, INC
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations14 states
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.