Edwin Molina (CRD# 6855615) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Visions Analysis LLC | Endicoot, NY | May 2023 - Current | < 1 |
| Lpl Financial LLC | Endicott, NY | Jan 2020 - Current | 4 |
| Visions Federal Credit Union | Endicott, NY | Jul 2017 - Current | 6 |
| Lpl Financial LLC | Mahwah, NJ | Oct 2017 - Nov 2018 | 1 |
| Bank Of America | Newburgh, NY | Feb 2016 - Jul 2017 | 1 |
| Olive Garden | Middletown, NY | Dec 2015 - May 2016 | < 1 |
| Lowes Home Improvement | Middletown, NY | Nov 2014 - Feb 2016 | 1 |
| Olive Garden | Middletown, NY | Aug 2014 - Jan 2015 | < 1 |
| Vitamin World (nbty) | Middletown, NY | Mar 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- NJ
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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