LPL Financial
44yrs
Top advisor by experience in Brick
23yrs
Erick Simonds has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Brick, New Jersey. After 17 years at Wells Fargo Advisors and a year at PNC Wealth Management, Erick joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 33 advisors with offices in Brick, and one of 31 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office522 Brick Blvd Suite 203-2, Brick, NJ 08723
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
- 2024 – nowLPL Financial LLCCurrent firm
- 2006 – 2024Wells Fargo Clearing Services, LLCPreviously
- Oct 2005 – Oct 2006PNC Wealth Management LLCPreviously
Contact Erick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Erick. 522 Brick Blvd Suite 203-2Brick, NJ 08723Office · 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.
- 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 Simonds. Erick works from the Brick, NJ office.
How long has Erick been a financial advisor?
Erick has been in the industry since 2003, about 23 years. More experience than 69% of advisors 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
Primerica Advisors
39yrs
Top 5% by experience nationwide
Primerica Advisors
37yrs
Top 6% by experience nationwide
LPL Financial
34yrs
Top 9% by experience nationwide
Primerica Advisors
33yrs
Top 11% by experience nationwide
Osaic Wealth
31yrs
Top 15% by experience nationwide