Eric Villalobos
Eric Villalobos is a registered investment advisor at LPL Financial LLC, based in El Paso, TX, with 3 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
1200 Golden Key Cir Ste 100, El Paso, TX, 79925
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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 ActivitiesSells Insurance
Eric operates Sheid Wealth Management as a DBA for his LPL business, dedicating full-time hours. He also serves in the New Mexico Air National Guard, spending about 10-20% of his time, and is involved with Financial Independent Group selling non-variable insurance, taking about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations6 states
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