Erin Blue
Erin Blue is a registered investment advisor at LPL Financial LLC, based in Grand Junction, CO, with 24 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
605 25 Rd Ste 201, Grand Junction, CO, 81505
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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
Erin is involved in several business activities, including Blue Crew (a tax/investment entity), Logic Wealth Strategies LLC (a DBA for LPL business), Logic Wealth Real Estate LLC (real estate rental), and Associates of Clifton Park (non-variable insurance). She dedicates minimal time to the real estate and insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations31 states
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