Osaic Wealth
36yrs
Top advisor by experience in Cockeysville
4yrs
Based in Cockeysville, Maryland, Eric Simning is a fiduciary financial advisor with 4 years of industry experience. Eric has been with LPL Enterprise since 2024; before that, Eric spent two years at Pruco Securities. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 74 advisors with offices in Cockeysville, and one of 73 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office303 International Circle Suite 105, Cockeysville, MD 21030
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2022 – 2024Pruco Securities, LLC.Previously
Contact Eric
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Eric. 303 International Circle Suite 105Cockeysville, MD 21030Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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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 Enterprise at (704) 733-3300 and ask for Eric Simning. Eric works from the Cockeysville, MD office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2022, about 4 years. 4 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 Enterprise 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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