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Employer Years Dates
Eagle Point Investment Advisors, Inc. 4 years Oct 2012 - Present
LPL Financial LLC 19 years, 8 months Mar 1997 - Present
Eldridge Investment Advisors 15 years, 7 months Mar 1997 - Oct 2012
Stephen Eldridge & Co. 16 years, 1 month Sep 1996 - Oct 2012
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William D Haddad?
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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Feb 12, 2015
  • license status
  • disclosures
  • as of date
    Apr 3, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


LPL Financial LLC

Last updated on Sept. 22, 2016
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
    • $211.0K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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