Eric Vinores
Eric Vinores is a CFP-designated registered investment advisor at LPL Financial LLC, based in Thurmont, MD, with 17 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
More Advisors
- David Rectenwald, CFPLPL Financial LLC