Eric Heffke
Eric Heffke is a registered investment advisor at LPL Financial LLC, based in North Royalton, OH, with 29 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
North Royalton, OH
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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 sells non-variable insurance products, including life insurance, disability, and long-term care, since 2006. He also provides investment advisory services through Tyler-Stone Wealth Management, LLC, dedicating about 10-20% of his time to this activity since 2015.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tyler-Stone Wealth Management, LLC
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Pruco Securities CorporationBroker
State Registrations18 states
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