EB
EB

Eric Bowden

9 Years of Experience
Round Lake Heights, IL
Broker

Eric Bowden is a registered investment advisor at LPL Financial LLC, based in Round Lake Heights, IL, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

935 W Rollins Rd., Round Lake Heights, IL, 60073

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Eric uses a DBA for his LPL business through BMO Investment Services in Gurnee, IL. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
March 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
BMO Harris Financial Advisors, INC
March 2018 - March 2021 · 3 yrs
BMO Harris Financial Advisors, INC.Broker
July 2016 - March 2021 · 4 yrs 8 mos
State Registrations15 states
AZCACOFLIDILINKYMNNENVOHSCTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Eric Bowden - Financial Advisor | TrueAdvisor