EC
ChFC
EC
ChFC

Eric Connors

53 Years of Experience
Allentown, PA
Broker

Eric Connors is a ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Allentown, PA, with 53 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

682 N. Brookside Rd. Ste 104, Allentown, PA, 18106

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Eric provides investment advisory services through Private Advisor Group, LLC and Integrity Wealth Partners LLC. These activities take up a significant portion of Eric's time, approximately full-time.

Employment History
Current Registrations
Private Advisor Group, LLC
January 2017 - Present · 9 yrs 9 mos
LPL Financial LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Mutual Service CorporationBroker
March 1989 - September 2009 · 20 yrs 6 mos
Lowry Financial Services CorporationBroker
May 1983 - March 1989 · 5 yrs 10 mos
Cigna Securities, INC.Broker
June 1973 - May 1983 · 9 yrs 11 mos
State Registrations8 states
FLGAMINCNJPASCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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