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CFP
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CFP

Erica Dekko

LPL Financial LLC
28 Years of Experience
Kendallville, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Erica Dekko is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kendallville, IN, with 28 years of industry experience. Erica 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

751 E. North Street, Kendallville, IN, 46755-1225

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Erica operates under the DBA Dekko Investment Services and is a partner at Cobblestone Golf. She also acts in a fiduciary capacity for trusts and sells non-variable insurance products, dedicating minimal time to each real estate rental activity and a few hours per week to insurance sales.

Employment History
Current Registrations
LPL Financial LLC
May 2004 - Present · 22 yrs 5 mos
LPL Financial LLCBroker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
Lincoln Financial Advisors Corporation
February 2000 - May 2004 · 4 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
January 1998 - May 2004 · 6 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
January 1998 - May 2004 · 6 yrs 4 mos
State Registrations30 states
ALAZCACOCTDCFLGAHIIDILINKSKYMDMIMNMOMTNCOHOKPASCTNTXVAWAWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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