Edgar Acosta, financial advisor Tempe AZ

Edgar Acosta

CRD Number: 5720193
Current Firm: Lpl Financial LLC

Edgar Acosta (CRD# 5720193) is an Investment Advisor Representative working at Lpl Financial LLC in Tempe, AZ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Tempe, AZ Jul 2023 - Current < 1
Bancwest Investment Services Tempe, AZ Feb 2021 - Current 3
Bank Of The West Tempe, AZ Feb 2021 - Current 3
Unemployed Chandler, AZ Sep 2020 - Feb 2021 < 1
Morgan Stanley Private Bank, N.a. New York, NY Aug 2018 - Sep 2020 2
Morgan Stanley Gilbert, AZ Jul 2018 - Sep 2020 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Jan 2012 - Jul 2018 6
Bank Of America, N.a. Chandler, AZ Jan 2012 - Jul 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2009
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edgar A. Acosta
Phone Number: 704-733-3300
Registered State(s):
  • AZ
  • CA
  • CO
  • KS
  • MN
  • NE
  • ND
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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