Client 1st Advisory Group
37yrs
Top advisor by experience in Dunedin
18yrs
Eric Rambo
Financial advisor at LPL Financial
Eric Rambo has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Dunedin, Florida. Eric has been with LPL Financial since 2026; before that, Eric spent ten years at Truist Advisory Services and eight years at Truist Investment Services. Eric holds the CFP® designation.
One of 45 advisors with offices in Dunedin, and one of 41 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 55% of advisors in Florida
Office2100 Main St, Dunedin, FL 34698
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowLPL Financial LLCCurrent firm
- 2016 – 2026Truist Advisory Services, Inc.Previously
- 2009 – 2016Truist Investment Services, Inc.Previously
Questions to ask Eric
Tailored to Eric’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
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About Eric
How do I contact Eric?
Call LPL Financial at (704) 733-3300 and ask for Eric Rambo. Eric works from the Dunedin, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2008, about 18 years. More experience than 55% of advisors in Florida.
What licenses does Eric hold?
Series 66. 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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