Eric Bowden

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

• 02/2016 → 03/2018
  Bmo Harris Bank
  Libertyville, IL
• 03/2018 → Present
  Bmo Harris Financial Advisors, Inc.
  Gurnee, IL
• 03/2021 → Present
  Lpl Financial Llc
  Lake Villa, IL

Previous Registrations

• 2018-03-05 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Libertyville, IL
  Fox Lake, IL
  Lake Villa, IL
  Gurnee, IL
  Chicago, IL
  Highland Park, IL
  Lake Forest, IL

Other Businesses

1) 03/24/2021 - DBA for LPL Business (entity for LPL business) - BMO Investment Services - Investment Related - GURNEE, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-05
• S63 Uniform Securities Agent State Law Examination
  2016-07-28