Erica Marie Clark
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- First Horizon BankNov 2025 to now
- LPL Financial LLCNov 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Nov 2025
- Cetera Investment Services LLCJun 2023 to Nov 2025
- Regions BankJun 2023 to Nov 2025
- AgiaDec 2022 to Jun 2023
- Valic Financial Advisors, Inc.Aug 2022 to Jun 2023
- St. Andrew's-sewanee SchoolJan 2021 to Jul 2022
- Boehringer-ingelheim PharmaceuticalsApr 2018 to Jan 2021
- Avadel PharmaceuticalsJun 2017 to Feb 2018
- Kaleo PharmaceuticalsNov 2016 to Jun 2017
- University of Tennessee, College of LawNov 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7599873
- Firm CRD
- 6413