Eric Vinores
Eric Vinores is a CFP-designated registered investment advisor at LPL Financial LLC, based in Thurmont, MD, with 16 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
209 E Main St., Thurmont, MD, 21788
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Regulatory History
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 ActivitiesSells Insurance
Eric is a registered investment advisor hybrid with Catoctin Ridge Wealth Partner LLC, spending about a quarter of his time there. He also operates Vinores Financial Services as a DBA for his LPL business, dedicating nearly full-time hours, and owns Wondering Pig LLC for real estate rental, requiring minimal time. Additionally, Eric is involved with Peak Benefits Group, focusing on non-variable insurance, for a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
Catoctin Ridge Wealth Partner
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations23 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.