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Advisors / Florida / North Palm Beach
6yrs

Eric Haar

Financial advisor at LPL Financial

Based in North Palm Beach, Florida, Eric Haar is a fiduciary financial advisor with 6 years of industry experience. Eric has been with LPL Financial since 2025; before that, Eric spent less than a year at First Horizon Advisors and four years at TD Private Client Wealth. 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 70 advisors with offices in North Palm Beach, and one of 68 fiduciaries.

North Palm Beach, FL 33408Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2000 Pga Blvd Suite 2104, North Palm Beach, FL 33408
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Sep 2025 – now
    LPL Financial LLCCurrent firm
  2. May 2025 – Aug 2025
    First Horizon Advisors, Inc.Previously
  3. 2020 – 2024

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Haar. Eric works from the North Palm Beach, FL office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2020, about 6 years. 6 years in the industry.

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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