Edward Currens, financial advisor Midlothian VA

Edward Currens

CRD Number: 2597554
Current Firm: Lpl Financial LLC

Edward Currens (CRD# 2597554) is an Investment Advisor Representative working at Lpl Financial LLC in Midlothian, VA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Midlothian, VA Sep 2021 - Current 2
Truist Investment Services, Inc. Richmond, VA Feb 2021 - Sep 2021 < 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Sep 2021 < 1
Bb&t Securities Richmond, VA Mar 2018 - Sep 2021 3
Morgan Stanley Smith Barney Richmond, VA Aug 2011 - Jan 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Edward L. Currens
Phone Number: 704-733-3300
Registered State(s):
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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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