Edward
Carlson

Lpl Financial LLC

CRD#5878983
Investment Advisor
in Binghamton, NY

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About this Advisor

Edward Carlson is a financial advisor based out of Binghamton, New York, with 2 years of industry experience. Carlson currently works for Lpl Financial LLC. Throughout their career, Carlson has worked at Key Investment Services LLC, Pinnacle Investments, LLC, Keybank, Key Investment Services, LLC, Pnc Investments, LLC, Visions Investments, LLC and Lpl Financial LLC. Carlson maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in New York. Lpl Financial LLC is a financial advisory firm that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets under management across its 1,688,501 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have more than $1 million in assets. The business provides a number of services, including 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. A financial advisor's fees largely are based on the type of services offered. Fees billed by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Office Location

33 Riverside Dr
Binghamton, NY 13905

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NY Average: $646,059,043
Total Number of Employees

31,366

NY Average: 13
Total Number of Accounts

1,688,501

NY Average: 661
Average Account Size

$217,956

NY Average: $977,396

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 Carlson Work History

Edward has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Visions Investments, LLC

2021 - Present (3 years)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Pnc Investments, LLC

2017 - 2017 (< 1 year)

Key Investment Services LLC

2017 - 2017 (< 1 year)

Keybank

2017 - 2021 (4 years)

Key Investment Services, LLC

2015 - 2015 (< 1 year)

Pinnacle Investments, LLC

2015 - 2017 (2 years)

Key Investment Services LLC

2014 - 2015 (1 year)

Key Investment Services LLC

2012 - 2014 (2 years)

Key Investment Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edward Carlson 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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