EC
ChFC
EC
ChFC

Eric Connors

52 Years of Experience
Morristown, NJ
Broker

Eric Connors is a ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 52 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

Loading...

Location

305 Madison Avenue, Morristown, NJ, 07960

Get directions

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.

Learn about disclosures →
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 4 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 8 mos
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.