Eric Zeitler
Eric Zeitler is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 25 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
19230 Stone Oak Parkway, Suite 315, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Eric operates Client Centric Wealth Management as a DBA for his LPL business. He also owns Eric Zeitler Investments LLC for tax/investment purposes, dedicating nearly full-time hours to it. Additionally, Eric sells non-variable insurance, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Wfg Investments, INC.Broker
Wunderlich Securities, INC.Broker
Wunderlich Securities, INC.
Alamo Asset Advisors
Purshe Kaplan Sterling InvestmentsBroker
Planco Financial Services, LLCBroker
American Funds Distributors, INC.Broker
Edward JonesBroker
State Registrations5 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.