Eric Christian Lee
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCJan 2023 to now
- Puple Wealth, Llc/ LPL FinancialJan 2023 to now
- Cetera Advisor Networks LLCNov 2017 to Sep 2020
- United Capital Financial Advisers, LLCJan 2016 to Jan 2023
- Girard SecuritiesJan 2016 to Nov 2017
- Purple Wealth, LLCDec 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2256503
- Firm CRD
- 6413