Lpl Financial LLC
About this Advisor
Eric Birch is a financial advisor working in Utica, Michigan, with 12 years of financial industry experience. Birch is an advisor for Lpl Financial LLC. Over the course of their career, Birch has held roles at Chase Investment Services Corp, Jpmorgan Chase Bank, Seton Hall University Law School, Trump National Golf Club, J.P. Morgan Securities LLC, Jp Morgan Securities LLC and Lpl Financial. Birch holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Michigan. Lpl Financial LLC is a company that has its headquarters in Utica, Michigan. The firm has offices in 9,519 locations and a total of 23,035 financial advisors. It oversees $208 billion in total assets among its 892,326 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 customer accounts, 28% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number 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 advice largely vary depending on the services provided. However, fees charged by Lpl Financial LLC likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Eric Birch Work History
Eric has 12 years of experience.
Jp Morgan Securities LLC
Jp Morgan Securities LLC
Chase Investment Services Corp
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
Seton Hall University Law School
Trump National Golf Club
Eric Birch has no disclosures.
Please visit their SEC profile for more details.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.