Eric Wolf is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 37 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
80 W. Century Road, Paramus, NJ, 07652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Oppenheimer & CO. INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
Josephthal & CO., INC.Broker
Prudential Securities IncorporatedBroker
F.N. Wolf & CO., INC.Broker
State Registrations11 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.