Morgan Stanley
47yrs
Top advisor by experience in Mount Laurel
29yrs
Eric Robert Listick
Financial advisor at LPL Financial
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
OfficeMount Laurel, NJ
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2019 – nowLPL Financial LLCCurrent firm
- 2014 – 2019Raymond James Financial Services Advisors, Inc.Previously
- Jun 2013 – Mar 2014PNC Wealth Management LLCPreviously
- 2009 – 2013Raymond James Financial Services Advisors, Inc.Previously
- 2003 – 2009Raymond James Financial Services, Inc.Previously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call LPL Financial at 704-733-3300 and ask for Eric Robert Listick. Eric works from the Mount Laurel, NJ office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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