Eric
Birch

Lpl Financial LLC

CRD#6042770
Investment Advisor
in Utica, MI

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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

Series 63, Series 66

Years of Experience

12 years

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

Disclosures

No

Office Location

5746 24 Mile Rd
Utica, MI 48316

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

MI Average: 13
Total Number of Accounts

892,326

MI Average: 661
Average Account Size

$232,867

MI Average: $977,396

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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
  • Other

Eric Birch Work History

Eric has 12 years of experience.

2020 - Present (1 year)

Lpl Financial

2015 - 2020 (5 years)

Jp Morgan Securities LLC

2013 - 2015 (2 years)

Jp Morgan Securities LLC

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2012 - 2013 (1 year)

J.P. Morgan Securities LLC

2011 - 2013 (2 years)

Jpmorgan Chase Bank

2010 - 2010 (< 1 year)

Seton Hall University Law School

2008 - 2010 (2 years)

Trump National Golf Club

Disclosures

Eric Birch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Fitch
Charlotte, NC
Brett Hudson
Sedalia, MO
Patrick Mccabe
Sioux Falls, SD
J George
Bedford, IN
Chad Lange
Alpharetta, GA
Floyd Pate
Lumberton, NC
Henry Tallardy
Rancho Cucamonga, CA

This content was compiled from the SEC and FINRA.

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.

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