Erick Bourbon
Erick Bourbon is a registered investment advisor at LPL Financial LLC, based in Salem, MA, with 35 years of industry experience. Erick 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
One Salem Green, Salem, MA, 01970
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2016Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Erick is involved with Salem Five Insurance Holdings, focusing on non-variable insurance, dedicating a few hours per week. He is also associated with several DBAs for LPL Business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations26 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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