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Eric Jason Vincent

Advisor at LPL Financial — Decatur, TX

Updated today

Credentials

Series 63

Experience

33 years

Location

Decatur, TX 76234-3634

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,452 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Eric Vincent is a financial advisor with LPL Financial in Decatur, TX, holding a Series 63 license and with 33 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998. Vincent is also involved in outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Decatur, TX

1650 S Fm 51 Ste 1000

Decatur TX 76234-3634

Advisors at this office

1

Most active in

Florida · Texas

Work history

33 years of industry experience

LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)

1998 - Present • 28 years

Decatur, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

John M

Series 63, Series 65

Alvord, TX

Lazarus Wealth Management LLC

John Mckenzie is a financial advisor with Lazarus Wealth Management LLC in Alvord, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Raymond James & Associates, Inc. for nine years and LPL Financial LLC for four years before founding Lazarus Wealth Management LLC in 2022. Lazarus Wealth Management LLC provides discretionary portfolio management and wrap-fee advisory services primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental, technical, and cyclical analysis, employing strategies from long-term investing to short-term trading across mutual funds, equities, ETFs, and fixed income, with accounts managed on a discretionary basis.

Options & derivatives strategies Active portfolio management
user avatar

Kenneth K

Series 63, Series 65

Bridgeport, TX

Lombard Advisers Incorporated

Kenneth Kirkeby is a financial advisor at Lombard Advisers Incorporated with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thornhill Securities, Inc. and Private Client Services. Outside of his advisory work, he raises and trains horses and has authored articles related to hunting and fishing for outdoor magazines. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs and employs a combination of fundamental, technical, and cyclical analysis in portfolio construction, with many clients retaining final trading authority.

College savings (529s, UTMA, etc.)
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William M

Series 66

Boyd, TX

Lincoln Investment

William Marney is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade, among others. Outside of advising, he has served as an account manager for a retail car wash business. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, including both discretionary and non-discretionary portfolio programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals

Dallas B

Series 66

Decatur, TX

Edward Jones

Dallas Ballou is a financial advisor at Edward Jones in Decatur, TX, holding a Series 66 license. He began his tenure at Edward Jones in 2026 and has prior work experience with BKV Corporation and Devon Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Taylor C

Series 66

Bridgeport, TX

Edward Jones

Taylor Cope is a Series 66–registered financial advisor with Edward Jones, based in Bridgeport, TX, and has three years of industry experience. Prior to joining Edward Jones in 2023, Cope worked at Cook McDonald & Company and Finley Resources. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel B

CFP®, ChFC®, Series 66

Decatur, TX

Edward Jones

Samuel Bowker is a financial advisor at Edward Jones in Decatur, TX, holding CFP®, ChFC®, and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Linscomb & Williams and Carter Advisory Services, and worked with Texas A&M University’s Center for Infrastructure Renewal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm offers various advisory strategies and investment options, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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