![Allyn Edwards, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
Allyn Edwards (CRD# 4183751) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 23 years of experience in the finance industry.
![Ahmad Achmar, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 5475794
J.p. Morgan Securities LLC
![Frank Acosta, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 2084737
Iht Wealth Management LLC
![Javier Acosta Geraldino, financial advisor San Antonio TX](/img/ws/profile-blank-sq.png)
CRD# 6911909
Citigroup Global Markets Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Newberg, OR | Jul 2018 - Current | 5 |
Kovack Advisors Inc. | Ft. Lauderdale, FL | Nov 2007 - Jul 2018 | 10 |
Kovack Securities Inc. | Ft. Lauderdale, FL | Dec 2003 - Jul 2018 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2000 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- OR
- TX
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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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