Eric Osgood
Eric Osgood is a registered investment advisor at LPL Financial LLC, based in Shoreview, MN, with 30 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
500 Highway 96 W Ste 300, Shoreview, MN, 55126
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2017Criminal
February 1989Other Business ActivitiesSells Insurance
Eric operates his LPL business under the DBA Preferred Resource Group, dedicating full-time hours. He also co-owns Snail Lake Properties, a real estate rental, spending a few hours per week on it, and is a notary public.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations16 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.
Exams
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