Erin Eason
Erin Eason is a registered investment advisor at LPL Financial LLC, based in Morristown, NJ, 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
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (10)
Judgment / Lien
February 2025Judgment / Lien
April 2024Judgment / Lien
June 2023Judgment / Lien
May 2023Judgment / Lien
February 2023Judgment / Lien
January 2023Judgment / Lien
October 2022Judgment / Lien
July 2022Judgment / Lien
April 2021Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Erin is a registered investment advisor with Private Advisor Group and an outside insurance general agent with ASA Group. She also works as a caregiver for Seniors Serving Seniors and as a hospitality greeter for local hotels, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Hutchinson/ifrah, INC.Broker
State Registrations2 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.