Eric Waggoner
Eric Waggoner is a CFA, CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Lansing, MI, with 18 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
2400 Lake Lansing Rd Ste C, Lansing, MI, 48912
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is involved in several business activities, including DBAs for LPL business, employment at Michigan State University, and ownership of Waggoner Group, Inc. and Black Tie Cattle Company. He also provides investment advisory services through Private Advisor Group and facilitates estate planning, dedicating about 10-20% of his time to tax preparation/accounting and non-variable insurance sales.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
First Investors CorporationBroker
State Registrations9 states
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