Edward
Bacher

Lpl Financial LLC

CRD#5565922
Investment Advisor
in Westerville, OH

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About this Advisor

Edward Bacher is a certified financial planner based in Westerville, Ohio with a total of 1 year of relevant experience. Bacher is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Ing Financial Partners, Inc, Voya Financial Advisors and Lpl Financial LLC. Bacher maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Lpl Financial LLC is an advisory company headquartered in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It handles $368 billion in assets under management between its 1,688,501 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have more than $1 million in assets. Lpl Financial LLC performs a number of services, such as 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 fee schedules depend on which service is offered. Fees charged by Lpl Financial LLC can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

970 Landings Loop N
Westerville, OH 43082

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

OH Average: 13
Total Number of Accounts

1,688,501

OH Average: 661
Average Account Size

$217,956

OH 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 Bacher Work History

Edward has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2014 - 2022 (8 years)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing Financial Partners, Inc

*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 Bacher 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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