Eric Greenhow
Eric Greenhow is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winter Haven, FL, 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
250 Avenue K SW, Suite 106, Winter Haven, FL, 33880
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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 real estate rental businesses, each taking minimal time. He also works with Advisors Excel, Universal Financial Consultants, and as an agent selling fixed annuities, life, disability, LTC, and FIA insurance products, dedicating a few hours per week to these insurance-related activities. Eric spends nearly full-time hours on Allen & Company of Florida, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLCBroker
Allen & Company of Florida, LLC
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
Fahnestock & CO. INC.Broker
State Registrations43 states
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