Eric Shore is a registered investment advisor at LPL Financial LLC, based in Danville, IL, 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
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
3607 N Vermilion St Ste 1, Danville, IL, 61832
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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
Eric operates under the DBA Shore Wealth Management for his LPL business since 2018 and Shore Wealth Accounting & Tax Services, LLC for tax/investment purposes since late 2022, dedicating minimal time to the latter. He is also an agent for E4 Insurance Services, selling non-variable insurance, and spends a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
First Allied Securities, INC.
First Allied Securities, INC.Broker
Barron Chase Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations30 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.