Eric Luckey
Eric Luckey is a registered investment advisor at Stonex Advisors INC., based in Connellsville, PA, with 18 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.
Fee Estimator
Location
2801 Memorial Blvd Bldg.1, Suite 2A, Connellsville, PA, 15425
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2025Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Eric is an agent for Ameritas Life Insurance Co. selling life insurance, dedicating minimal time to this activity. He also owns Dilworth Financial Services, which handles investments and insurance, taking about half of Eric's time.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Wrp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations17 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.