Eric Fenlason is a CFA-designated registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 12 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
3445 N Causeway Blvd, Suite 905, Metairie, LA, 70002
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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.
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Eric operates Legacy Investment Strategies as a DBA for his LPL business and as a Registered Investment Advisor through Legacy Investment Strategies LLC. He dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Legacy Investment Strategies, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Fef Distributors, LLCBroker
John Hancock Investment Management, LLC
Manulife Asset Management (US) LLC
John Hancock Investment Management Distributors LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations26 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.