Edward Leedom (CRD# 2007980) is an Investment Advisor Representative working at Lpl Financial LLC in Heath, OH and has over 34 years of experience in the finance industry. Edward Leedom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5323375
Lion Street Advisors, LLC
CRD# 1912843
Wells Fargo Advisors
CRD# 4653636
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Zanesville, OH | Jul 2020 - Current | 3 |
| Unemployed | Newark, OH | Jun 2019 - Jun 2020 | 1 |
| Harbor Funds Distributors, Inc. | Chicago, IL | Sep 2001 - May 2019 | 17 |
| Harbor Capital Advisors, Inc. | Chicago, IL | Jun 2001 - May 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
- OH
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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
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