Edward BaronciniCRD Number: 3043354
Current Firm: Lpl Financial LLC
Edward Baroncini (CRD# 3043354) is an Investment Advisor Representative working at Lpl Financial LLC in Cranston, RI and has over 8 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Lpl Financial, LLC||Glastonbury, CT||Dec 2014 - Current||3|
|Paychex||Glastonbury, CT||Mar 2014 - Current||3|
|Baroncini Financial||Malborough, CT||Aug 2008 - Current||9|
|Baroncini Enterprises Inc.||Vernon, CT||Jul 1990 - Current||27|
|Fsc Securities Corporation||Malborough, CT||Apr 2009 - Dec 2014||5|
|Ascella Mortgage||Manchester, CT||Mar 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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