Titan Financial Services
27yrs
Top 22% by experience in Emerson
38yrs
Based in Emerson, New Jersey, Eric Wolf is a fiduciary financial advisor with 38 years of industry experience. Eric joined LPL Financial in 2021, after less than a year at M&t Securities and ten years at HSBC Securities (usa). LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 9 advisors with offices in Emerson, and one of 9 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top advisor by experience in Emerson
Office330 Kinderkamack Road, Emerson, NJ 07630
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- Feb 2021 – Jun 2021M&t Securities, Inc.Previously
- 2011 – 2021HSBC Securities (usa) Inc.Previously
- 2004 – 2011Chase Investment Services Corp.Previously
Contact Eric
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Eric. 330 Kinderkamack RoadEmerson, NJ 07630Office · Get directions Facebook pageLPL Financial
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call LPL Financial at (704) 733-3300 and ask for Eric Wolf. Eric works from the Emerson, NJ office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1988, about 38 years. Top advisor by experience in Emerson.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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