Eric Linn
Eric Linn is a CFP-designated registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 34 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
3355 Wedgewood Lane, The Villages, FL, 32162
Get directionsHistory
Regulatory History (1)
Criminal
October 1987Other Business ActivitiesSells Insurance
Eric owns rental real estate and also sells non-variable insurance products, including long-term care insurance and fixed annuities, dedicating minimal time to each activity. He also operates under the DBA Linn Financial for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Capital Brokerage CorporationBroker
Woodbury Financial Services, INC.Broker
Berkshire Equity Sales, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations27 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.