Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Edward Smith Work History
Edward has 16 years of experience.
Visionpoint Advisory Group, LLC
Lpl Financial, LLC
Edward Smith has disclosures.
Please visit their SEC profile for more details.