Eric Christian Andersen

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

• 08/2009 → Present
  Lpl Financial
  Roseville, CA

Previous Registrations

• 2000-02-18 → 2009-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  Sacramento, CA
  Roseville, CA
  San Francisco, CA

Other Businesses

1.11/04/2009; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.08/08/2012; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Safe Harbor Pension & Wealth; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.08/23/2018; none; Real Estate Rental; Investment Related; 15256 Wolfgang Rd Truckee,CA; Start Date 11/01/2017; 1hrs/mth; 0hrs during trading 4.07/20/2026; Andersen @ Associates; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/15/2025; 160hrs/mth; 80hrs during trading 5.08/03/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Andersen & Associates; Investment Related; at Reported Business Location(s); Start Date 05/15/2025; 160hrs/mth; 80hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  1999-11-17

Other Names

• Eric C Andersen