Eric John Palmer

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

• 07/2012 → 07/2025
  Linn Area Credit Union
  Cedar Rapids, IA
• 04/2023 → 07/2025
  Next Financial Group, Inc.
  Houston, TX
• 07/2025 → Present
  Lpl Financial Llc
  Hiawatha, IA

Other Businesses

1. 07/2025 - WORTH Investments - DBA for LPL Business (entity for LPL business) - Hiawatha, IA - INV REL - Start Date 06/17/2023 - 160hrs/meth | 140hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-07-02
• S63 Uniform Securities Agent State Law Examination
  2024-11-01