Eric Delaney
Eric Delaney is a CFP-designated registered investment advisor at LPL Financial LLC, based in Raleigh, NC, with 28 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
8520 Six Forks Rd Ste 204, Raleigh, NC, 27615
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Regulatory History (1)
Customer Dispute
February 2025Other Business ActivitiesSells Insurance
Eric is involved with Non-Variable Insurance (NVI) since 2010, spending minimal time on it. He also dedicates full-time hours to Momentum Wealth Partners, a DBA for his LPL business, since November 2024.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
Financial Network Investment CorporationBroker
State Registrations15 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.