Robert Edwards (CRD# 4532627) is an Investment Advisor Representative working at Lpl Financial LLC in Tucson, AZ and has over 21 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Tucson, AZ | Apr 2023 - Current | 1 |
| Jeff Edwards - Self Employed | Tucson, AZ | Jan 2009 - Current | 15 |
| Planmember Securities Corporation | Carpinteria, CA | Sep 2012 - Apr 2023 | 10 |
| Resuflo Dba Recruiters Edge Marketing | Tucson, AZ | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- GA
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Total Assets Under Management463,475MILLIONS
-
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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