Noah Eberhart is a registered investment advisor at LPL Financial LLC, based in Mohegan Lake, NY, with 1 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
3160 East Main Street, Mohegan Lake, NY, 10547
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Noah works in wealth management and as a notary at Hudson Valley Credit Union. His duties at the credit union take nearly full-time hours, while his notary duties take a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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