Eric Ferry is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dunkirk, NY, with 19 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
Dunkirk, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is an active solicitor for Rabenold Advisors and owns EFJI Properties LLC, a real estate holding company. He also owns PlanningWealth WNY LLC, where he oversees day-to-day operations, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 states
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