Eric Russell Lochner

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

• 12/2002 → 10/2020
  Mcdonald Franceschi, Llc
  Portland, OR
• 11/2018 → 03/2021
  Cable Hill Partners, Llc
  Portland, OR
• 03/2021 → Present
  Financial Advocates Investment Management
  Portland, OR
• 05/2025 → Present
  Lpl Financial Llc
  Portland, OR

Previous Registrations

• 2021-03-25 → 2025-07-10
  Financial Advocates Investment Management
  Portland, OR
  Olympia, WA
  Bend, OR
• 2018-12-14 → 2021-03-26
  Cable Hill Partners, Llc
  Portland, OR
• 2008-02-14 → 2019-04-01
  Beacon Rock Partners
  Portland, OR
• 2006-02-06 → 2007-12-31
  Beacon Rock Partners
  Portland, OR

Other Businesses

03/25/2021 - Lochner Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 03/25/2021: Lochner Wealth Management - DBA name only for Financial Advocates Investment Management (FAIM)

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-13

Designations

• Certified Financial Planner