Eric Fenton is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 35 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
7720 NE Hwy 99, Ste D#236, Vancouver, WA, 98665
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business Activities
Eric is a co-owner of Northwind Enterprises LLC, a real estate rental business, since 2011. He also operates under the DBA Fenton Wangler Financial for his LPL business and is the owner of Eric P. Fenton, Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sii Investments, INC.Broker
Sii Investments, INC.
Sunset Financial Services, INC.Broker
Carillon Investments, INC
Carillon Investments, INC.Broker
Mony Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Mutual Service 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.
Exams
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