Edward
Smith

Lpl Financial LLC

CRD#4071649
Investment Advisor
in West Des Moines, IA
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About this Advisor

Edward Smith is an investment advisor who lives in West Des Moines, Iowa. Currently a registered financial advisor at Lpl Financial LLC, they have accrued 16 years of professional experience in the financial advisory industry. Smith maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Smith can serve clients based out of Washington. The advisor has gained experience at Visionpoint Advisory Group, LLC, Lpl Financial, LLC and Edward Jones. Lpl Financial LLC is based out of West Des Moines, Iowa, and has 8,011 other brick-and-mortar locations throughout the country. In total, Lpl Financial LLC manages $153 billion in assets across 680,466 client accounts and employs more than 22,703 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lpl Financial LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1601 West Lakes Pkwy, Ste 200
West Des Moines, IA 50266

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

IA Average: $16,012,751,954
Total Number of Employees

22,790

IA Average: 118
Total Number of Accounts

786,525

IA Average: 4,567
Average Account Size

$202,281

IA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Edward Smith Work History

Edward has 16 years of experience.

2017 - Present (2 years)

Visionpoint Advisory Group, LLC

2017 - Present (2 years)

Lpl Financial, LLC

2002 - 2017 (15 years)

Edward Jones

Disclosures

Edward Smith has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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