Eric Dean is a registered investment advisor at LPL Financial LLC, based in Horsham, PA, with 13 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
300 Welsh Rd, Bldg 1 Ste 100, Horsham, PA, 19044
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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 operates Risler Financial Management as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, dedicating full-time hours to these activities. He also engages in real estate rental, insurance consulting, and acts as an insurance agent, spending about 10-20% of his time on insurance consulting and minimal time as an insurance agent.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
P.J. Robb Variable CorporationBroker
State Registrations30 states
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