Eric William Haines
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
11 years in the industry.
- LPL Financial, LLCJan 2026 to now
- Destra Capital Advisors, LLCAug 2022 to Jan 2026
- Destra Capital Investments LLCAug 2022 to Jan 2026
- Janus Henderson Distributors US LLCJan 2022 to Jul 2022
- Janus Henderson Investors US LLCJan 2021 to Jul 2022
- Janus Distributors LLCJun 2015 to Jan 2022
- Janus Management Holdings CorpJun 2015 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6508808
- Firm CRD
- 6413