Eric Lawrence Phelps
Investment adviser representative at LPL Financial LLC
25 yearsExperience
1 stateRegistered 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
25 years in the industry.
- LPL Financial LLCNov 2022 to now
- Cadence BankJun 2021 to now
- Texas National GuardNov 2001 to now
- Infinex Investments, Inc.Jun 2021 to Nov 2022
- Ameriprise Financial Services, IncJun 2018 to Jun 2021
- Investment Professionals, Inc.Oct 2009 to Sep 2018
- National BankNov 2005 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (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
- 4430083
- Firm CRD
- 6413