Ervie Houston
Ervie Houston is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 17 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
1499 SE Tech Center Pl Ste 150, Vancouver, WA, 98683-5529
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2023Other Business Activities
Ervie owns rental real estate since 1998, dedicating minimal time to it. He also operates under the DBA US Investors International for his LPL business and has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Edward Jones
Edward JonesBroker
State Registrations7 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.