Nancy Eiden is a registered investment advisor at LPL Financial LLC, based in Fort Lee, NJ, with 39 years of industry experience. Nancy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Fort Lee, NJ
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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 Activities
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.
Exams
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