Eric Silvestre
Eric Silvestre is a registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 26 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
2555 Townsgate Rd Ste 300, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2019Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Eric is an agent for accident & health, life, and variable insurance products. He also uses Libra Financial, LLC for tax purposes and paying bills, but does not conduct business or earn compensation through it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
J.B. Oxford & CompanyBroker
Wma Securities, INC.Broker
State Registrations9 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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