Eric Joseph Berner
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 LLCJul 2021 to now
- Whiskey UniversityNov 2020 to Jul 2021
- Napo NashvilleMay 2019 to Jul 2021
- Exclusive Business GroupJun 2018 to Jul 2021
- White House Area Chamber of CommerceApr 2018 to Jul 2021
- Cwmg, LLCJan 2018 to Jul 2021
- Senior Services NetworkJul 2016 to Jul 2021
- Picking NashvilleJan 2016 to Jul 2021
- Doing GoodOct 2014 to Aug 2020
- MtshrmJan 2012 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesSep 2007 to Jul 2021
- Nashville Sounds BaseballApr 2007 to Aug 2020
- Waddell & Reed, IncFeb 2007 to Jul 2021
- Self-employedDec 2001 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 5283669
- Firm CRD
- 6413