Eric William Loughnane

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 02/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2016 → 02/2018
  Insight Advisors Llc
  Newtown, PA
• 02/2018 → 03/2022
  Prospera Financial Services Inc.
  Dallas, TX
• 03/2018 → 03/2022
  Cordatus Wealth Management Llc
  Newtown, PA
• 03/2022 → 06/2026
  Insight Advisors, Llc
  Newton, PA
• 06/2026 → Present
  Lpl Financial
  Ardmore, PA

Previous Registrations

• 2022-03-11 → 2026-07-06
  Insight Advisors, Llc
  Newtown, PA
• 2018-03-01 → 2022-03-11
  Cordatus Wealth Management Llc
  Yardley, PA
• 2016-03-18 → 2018-02-28
  Insight Advisors, Llc
  Newtown, PA
• 2013-06-11 → 2016-03-21
  Edward Jones
  Allentown, PA
  Maryland Heights, MO
  Washington Crossing, PA
  Maryland Heights, MO

Other Businesses

1. 06/2026 - Bash Capital - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/15/2026 2. 06/2026 - Ternberry Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/15/2026

Exams

• S66 Uniform Combined State Law Examination
  2013-06-07

Other Names

• Eric Loughnane