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Eric Vincent

32 Years of Experience
Decatur, TX
BrokerSells Insurance

Eric Vincent is a registered investment advisor at LPL Financial LLC, based in Decatur, TX, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1650 S Fm 51 Ste 1000, Decatur, TX, 76234-3634

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric sells non-variable insurance products, dedicating about 10% of his time to this activity. He also operates Vincent Wealth Management, LLC as a DBA for his LPL business, spending nearly full-time hours on it.

Employment History
Current Registrations
LPL Financial LLC
September 1998 - Present · 27 yrs 8 mos
LPL Financial LLCBroker
September 1998 - Present · 27 yrs 8 mos
Previous Registrations
Signal Securities, INC.Broker
February 1996 - September 1998 · 2 yrs 7 mos
Brokers Transaction Services, INC.Broker
December 1994 - February 1996 · 1 yr 2 mos
Edward D. Jones & CO., L.P.Broker
January 1994 - August 1994 · 7 mos
Brokers Transaction Services, INC.Broker
January 1993 - July 1993 · 6 mos
Pruco Securities CorporationBroker
July 1990 - January 1991 · 6 mos
The Prudential Insurance Company of AmericaBroker
July 1990 - January 1991 · 6 mos
State Registrations26 states
ARAZCACOFLGAIAILINKSKYLAMDMNMOMTNCNENMNVOHOKORTXUTWA
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.
Eric Vincent - Financial Advisor | TrueAdvisor