Nancy
Eiden

Lpl Financial LLC

CRD#732723
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Nancy Eiden is a financial advisor operating out of Fort Lee, New Jersey with a total of 5 years of industry experience. Eiden is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Bank Leumi Trust Co Ny, Leumi Investment Services Inc, Invest Financial Corporation, Affinity Federal Credit Union, Mediterranean Advisors, LLC, Bluestar Global Investors, LLC and Lpl Financial LLC. Eiden maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Lpl Financial LLC is a financial advisory company headquartered in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in assets between its 1,688,501 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC provides a number of services, such as 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. A financial advisor's fees largely vary depending on the services provided. Fees billed by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

Office Location

Fort Lee, NJ

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NJ Average: 13
Total Number of Accounts

1,688,501

NJ Average: 661
Average Account Size

$217,956

NJ 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

Nancy Eiden Work History

Nancy has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2014 - Present (10 years)

Mediterranean Advisors, LLC

2015 - 2018 (3 years)

Invest Financial Corporation

2015 - 2018 (3 years)

Affinity Federal Credit Union

2014 - 2015 (1 year)

Bluestar Global Investors, LLC

2000 - 2013 (13 years)

Leumi Investment Services Inc

1989 - 2013 (24 years)

Bank Leumi Trust Co Ny

*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 Nancy Eiden 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
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

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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