Eric
Schreiner

Lpl Financial LLC

CRD#4345671
Investment Advisor
in Clarkston, MI

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About this Advisor

Eric Schreiner is a financial advisor working out of Clarkston, Michigan. Schreiner is on the advisory team at Lpl Financial LLC. During their career, Schreiner has held roles at Assetmark Capital Corporation, Capital Brokerage Corporation, Centurion Capital Group, Inc, Hanlon Investment Management, Assetmark Brokerage, LLC and Lpl Financial. Schreiner has Series 66, Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in total assets across its 1,688,501 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services are based on which service is offered. However, fee types billed by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

8031 Ortonville Rd, Suite 120
Clarkston, MI 48348

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MI Average: $646,059,043
Total Number of Employees

31,366

MI Average: 13
Total Number of Accounts

1,688,501

MI Average: 661
Average Account Size

$217,956

MI Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eric Schreiner Work History

Eric has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Lpl Financial

2021 - 2023 (2 years)

Hanlon Investment Management

2014 - 2020 (6 years)

Assetmark Brokerage, LLC

2013 - 2014 (1 year)

Centurion Capital Group, Inc

2008 - 2014 (6 years)

Capital Brokerage Corporation

2004 - 2013 (9 years)

Assetmark Capital Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Schreiner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
David Owen
Bellevue, WA
Diane Winner
Ann Arbor, MI
Scott Fritz
Exton, PA
Kelsey Odey
Denver, CO
Joseph Mastroianni
Venice, FL
Gregory Yuen
Aptos, CA
James Mullen
The Villages, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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