Eric Tristan Vanness
Investment adviser representative at LPL Financial LLC
22 yearsExperience
3 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
22 years in the industry.
- LPL Financial LLCJul 2021 to now
- American Association of Pet ParentsSep 2020 to Jul 2021
- Association of Financial EducatorsSep 2020 to Jul 2021
- Emrj,LLCApr 2020 to Jul 2021
- American Legion Post 414Aug 2018 to Jul 2021
- Oak Park River Forest Rotary ClubJul 2018 to Jul 2021
- Business Networking InternationalJul 2018 to Oct 2019
- Small Business Advocacy CouncilMar 2017 to Sep 2020
- Business Networking InternationalJun 2016 to Sep 2017
- Main Street Senior ResourcesFeb 2016 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesJun 2004 to Jul 2021
- Waddell & Reed, Inc.Apr 2004 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (IL, MI, 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
- 4786005
- Firm CRD
- 6413