Erick Bourbon
Erick Bourbon is a registered investment advisor at LPL Financial LLC, based in Salem, MA, 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
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.