Commonwealth Financial Network
44yrs
Top advisor by experience in Salem
36yrs
Erick Bourbon has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Salem, Massachusetts. Erick joined LPL Financial in 2006, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 52 advisors with offices in Salem, and one of 40 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience nationwide
OfficeOne Salem Green, Salem, MA 01970
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 ?2 states
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
- 2006 – nowLPL Financial LLCCurrent firm
Contact Erick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Erick. One Salem GreenSalem, MA 01970Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Erick
Tailored to Erick’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Erick
How do I contact Erick?
Call LPL Financial at (704) 733-3300 and ask for Erick Bourbon. Erick works from the Salem, MA office.
How long has Erick been a financial advisor?
Erick has been in the industry since 1991, about 36 years. Top 7% by experience nationwide.
What licenses does Erick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Erick a fiduciary?
Erick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Erick 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.
Other advisors nearby
Commonwealth Financial Network
44yrs
Top 1% by experience in Massachusetts
LPL Financial
40yrs
Top 4% by experience in Massachusetts
Capitol Securities Management
39yrs
Top 5% by experience nationwide
Commonwealth Financial Network
38yrs
Top 6% by experience nationwide
LPL Financial
37yrs
Top 7% by experience nationwide