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Erik Smith, CFP®, MBA, CRPC®

Erik Smith, CFP®, MBA, CRPC®

Senior Financial Planning Consultant

  • Erik has worked with both financial advisors and clients directly before joining the Financial Planning Group at LPL. As a Financial Advisor with UBS for 5 years, Erik helped clients by providing financial planning and investment advice with a focus on retirement planning and equity awards. He previously worked for LPL in Service 360 giving him valuable operational background and understanding of advisors needs and challenges
  • Erik is a Certified Financial Planner, a Chartered Retirement Planning Counselor, and holds his FINRA series 7, 66, and 24 licenses
  • He attainted a Masters in Business Administration with a concentration in Finance from the University of North Carolina at Charlotte and holds a Bachelor of Arts in Journalism and Mass Communications from University of North Carolina at Chapel Hill