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Eric Thompson

LPL Enterprise, LLC
42 Years of Experience
Columbus, OH
1 DisclosureBroker
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Eric Thompson is a registered investment advisor at LPL Enterprise, LLC, based in Columbus, OH, 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 Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3131 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

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

Location

One Easton Oval, Suite 550, Columbus, OH, 43219

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History

Regulatory History (1)
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Regulatory
May 2023
Final
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Other Business Activities

Eric works as a rideshare driver for Uber and as an outboard motor marine mechanic for Rookery Bay NERR. These activities are not investment-related and take about 10-20% of his time and about a quarter of his time, respectively.

Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
March 2006 - November 2024 · 18 yrs 8 mos
Pruco Securities, LLC.Broker
February 2006 - November 2024 · 18 yrs 9 mos
New England Securities Corporation
June 2003 - January 2006 · 2 yrs 7 mos
New England SecuritiesBroker
June 2003 - January 2006 · 2 yrs 7 mos
Ameritas Investment CORP
October 2001 - June 2003 · 1 yr 8 mos
Ameritas Investment CORP.Broker
August 2001 - June 2003 · 1 yr 10 mos
Financial Network Investment CorporationBroker
January 1996 - August 2001 · 5 yrs 7 mos
Financial Network Investment CorporationBroker
January 1996 - January 1996 · 0 mos
Fahnestock & CO., INC.Broker
March 1990 - December 1995 · 5 yrs 9 mos
B.C. Christopher Securities CO.Broker
October 1988 - March 1990 · 1 yr 5 mos
The O.N. Equity Sales CompanyBroker
June 1984 - September 1988 · 4 yrs 3 mos
State Registrations8 states
ALAZFLKYNCOHSCTX
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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