Lionel
Edmonson
Essex Private Wealth Management, LLC
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About this Advisor
Lionel Edmonson is a financial advisor based in Topsfield, Massachusetts, working with Essex Private Wealth Management, LLC. Lionel has previously held positions at Fidelity Investments, Huntwicke Advisors, LLC, and Huntwicke Securities, LLC. Lionel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Lionel is part of Essex Private Wealth Management, LLC, which operates out of Topsfield, Massachusetts. The firm has one office and six employees. The firm manages assets totaling $260.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Essex Private Wealth Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Essex Private Wealth Management, LLC Brokerage Details
$260,336,628
6
709
$367,188
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lionel Edmonson Work History
Huntwicke Advisors, LLC
Huntwicke Securities, LLC
Fidelity Investments
Disclosures
Please visit the SEC profile of Lionel Edmonson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Essex Private Wealth Management, LLC
Topsfield, MA
Topsfield, MA
Topsfield, MA
Topsfield, MA
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