Eric Lochner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Portland, OR, with 20 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
Portland, OR
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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.
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Eric uses Lochner Wealth Management as a DBA for his LPL business and Financial Advocates Investment Management (FAIM). This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Financial Advocates Investment Management
Cable Hill Partners, LLC
Beacon Rock Partners
Mcdonald Franceschi, LLC
State Registrations1 state
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.