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RIA / WealthAdvisorCertified Financial Planner23 years in industry

ERIC RUSSELL LOCHNER

Advisor at LPL FINANCIAL LLC

SAN DIEGO, CA | Portland, OR

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Search this name across graphsid dfx:ria:9df64a15-2fb4-55aa-f18d-a67edc0cd308

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 6, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 13, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Nov 13, 2002
First registration: Feb 6, 2006
Dual registered: no
IAPD individual key: 5062187

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	May 29, 2025	n/a	yes	Portland, OR\|SAN DIEGO, CA	Current employment
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Mar 25, 2021	Jul 10, 2025	no	OLYMPIA, WA\|Portland, OR\|Bend, OR	Previous registration
CABLE HILL PARTNERS, LLC	Former SEC adviser	Dec 14, 2018	Mar 26, 2021	no	PORTLAND, OR	Previous registration
BEACON ROCK PARTNERS	Former SEC adviser	Feb 14, 2008	Apr 1, 2019	no	PORTLAND, OR	Previous registration
BEACON ROCK PARTNERS	Former SEC adviser	Feb 6, 2006	Dec 31, 2007	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	LPL FINANCIAL LLC	Jul 10, 2025	May 29, 2025	-42	Firm change after gap	RIA to ibd
CABLE HILL PARTNERS, LLC	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Mar 26, 2021	Mar 25, 2021	-1	Firm change	RIA to RIA
BEACON ROCK PARTNERS	CABLE HILL PARTNERS, LLC	Apr 1, 2019	Dec 14, 2018	-108	Firm change after gap	RIA to RIA

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 29, 2025 to presentfactForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 25, 2021 to Jul 10, 2025factForm ADV
→ CABLE HILL PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 14, 2018 to Mar 26, 2021factForm ADV
→ BEACON ROCK PARTNERSRegistered adviserregistration: previous registration
Feb 14, 2008 to Apr 1, 2019factForm ADV

Dated events

Occurred
Jul 10, 2025
Advisor changed firm
Eric Russell Lochner left Financial Advocates Investment Management for Lpl Financial Llc (registered 2025-05-29)
Form ADVobserved 4 days ago