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Erin Eason

Advisor at Private Advisor Group, LLC

Updated today

Location

Benton, AR

Credentials

Series 66

Industry experience

23 years

About

Erin Eason is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. She has been with Private Advisor Group and LPL Financial since 2014. Outside of her advisory role, she is involved in caregiving for seniors and participates in hospitality activities at local medical meetings in Little Rock, Arkansas. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Occupation focus

Based on Private Advisor Group, LLC

Retired Founder/Business Owner

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Fee options

Fixed

Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.

Percentage

Negotiable up to 2.00% annually

Commissions

Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.

Other

Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.

Location

Benton, AR

Most active in

Arkansas · Texas

Work history

Private Advisor Group, LLC

2014 - Present (12 years)

LPL Financial, llc

2014 - Present (12 years)

Disclosures

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

Business activities & affiliations

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Allen H

Series 66

Benton, AR

Wealth Ready

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Wealth management General retirement planning Tax strategies for small businesses Annuities Self-Employed
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Eric S

CFA®

Alexander, AR

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Passive / index investing
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Eric S

Series 66

Little Rock, AR

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Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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David A

Series 63, Series 65

Hot Springs Village, AR

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Passive / index investing Active portfolio management Options & derivatives strategies
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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
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Bradley S

CFP®, Series 63, Series 66

Little Rock, AR

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Bradley Smith is a CFP® with 14 years of industry experience and is the principal of CapRock Wealth Management. He has worked previously at Meridian Investment Advisors, LPL Financial, Farmers Bank and Trust, and Magnolia Banking Corporation, where he currently serves as a director. Outside of his advisory role, he manages timberland operations through a family business, BES Enterprises. CapRock Wealth Management provides investment management and financial planning services primarily to institutional clients such as retirement plans and charitable organizations, as well as individual clients. The firm employs a mix of passive and active strategies, emphasizes asset allocation and risk management, and offers fiduciary services including retirement plan consulting.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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