Nancy Eiden is a registered investment advisor at LPL Financial LLC, based in Fort Lee, NJ, with 39 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
Fort Lee, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy is a managing member of Mediterranean Advisors LLC DBA NEI Financial Advisory Services and River Ridge Financial Advisory Services, DBAs for her LPL business. She also does website development, content creation for social media, and industry research for a non-profit organization, First Step Alliance, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Leumi Investment Services INC.Broker
Invest Financial CorporationBroker
S. B. Cantor & CO., INC.Broker
Citicorp Financial Services,inc.Broker
Advest, INC.Broker
Dreskin & Company INC.Broker
Rooney, Pace INC.Broker
Salomon BrothersBroker
State Registrations7 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.