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.
At a glance
Services through LPL Financial
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
- Sep 2025 – nowLPL Financial LLCCurrent firm
- May 2025 – Aug 2025First Horizon Advisors, Inc.Previously
- 2020 – 2024TD Private Client Wealth LLCPreviously
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
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.