Ericson Hilbun is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dubuque, IA, with 23 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
Dubuque, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ericson operates his LPL business through Freedom Financial Advisors and Freedom Financial Wealth Management, spending about a quarter of his time on each. He also has business entities named The Water's Edge and Freedom Financial Group, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
State Registrations13 states
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