Eric William Squires

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

• 05/2016 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 10/2016 → 01/2024
  Bank Of America, N.A.
  Newport Beach, CA
• 01/2024 → Present
  Lpl Financial Llc
  Newport Beach, CA

Previous Registrations

• 2016-08-29 → 2024-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA

Other Businesses

1) 10/2023 - Newport Premier Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 01/16/2024 - Squires Wealth Management Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/15/2024 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-08-25
• S63 Uniform Securities Agent State Law Examination
  2012-07-17

Other Names

• Eric William Squires
• Eric Squires
• Eric W Squires