Eric Wrisley
Eric Wrisley is a registered investment advisor at LPL Financial LLC, based in Agawam, MA, with 7 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
11 Herbert P Almgren Dr, Agawam, MA, 01001
Get directionsHistory
Regulatory History (3)
Financial
April 2022Financial
April 2022Financial
March 2022Other Business ActivitiesSells Insurance
Eric operates his LPL business through RCM Capital Management, LLC, dedicating about a quarter of his time. He also sells non-variable insurance through Fifth Avenue Financial, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations51 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.