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.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 2154550
Barry Investment Advisors, LLC
CRD# 5741458
Beaumont Capital Management, LLC
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 |
- CT
- MA
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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
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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