Erica Feldblum
Erica Feldblum is a CFP-designated registered investment advisor at LPL Financial LLC, based in Holliston, MA, with 33 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
Holliston, MA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Erica operates several DBAs for her LPL business and a tax/investment entity. She also sells fixed insurance products, works as a black jack dealer at Encore Casino, and owns rental real estate, dedicating minimal time to each of these activities outside of her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Dietz & Lynch Capital
P.L.A.N.
401(k) Advisors Group
Fleet Enterprises, INC.Broker
Fis Securities, INC.Broker
Mds Securities IncorporatedBroker
Essex National Securities, INC.Broker
Wall Street Investor ServicesBroker
Marketing One Securities, INC.Broker
State Registrations33 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.