Erik Saunders
Erik Saunders is a registered investment advisor at LPL Financial LLC, based in Anacortes, WA, with 35 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
2201 Skyline Way Ste 202, Anacortes, WA, 98221-2257
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2013Other Business Activities
Erik operates Basilica Wealth Management as a DBA for his LPL business and Financial Advocates Investment Management, spending about half his time on these activities. He also works as a hitting instructor/trainer for the Anacortes Baseball Club, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dreyfus Service CorporationBroker
Dreyfus Service CorporationBroker
Franklin/templeton Distributors, INC.Broker
Templeton/franklin Investment Services,inc.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations3 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.