Edouard Begin, financial advisor Oak Bluffs MA

Edouard Begin

CRD Number: 6401300
Current Firm: Lpl Financial LLC

Edouard Begin (CRD# 6401300) is an Investment Advisor Representative working at Lpl Financial LLC in Oak Bluffs, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Edgart0wn, MA Oct 2017 - Current 6
Rockland Trust Company Edgart0wn, MA Jul 2017 - Current 6
Mvsb West Tisbury, MA May 2014 - Jul 2017 3
Cedco, Inc. Edgartown, MA May 2010 - May 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S66 NASAA Uniform Combined State Law Examination Jan 2018
Contact Info for Edouard E. Begin
Phone Number: 704-733-3300
Registered State(s):
  • CT
  • MA
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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