Edgardo Moncada, financial advisor San Mateo CA
93 score

Edgardo Moncada

CRD Number: 4506567
Current Firm: Lpl Financial LLC

Edgardo Moncada (CRD# 4506567) is an Investment Advisor Representative working at Lpl Financial LLC in San Mateo, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial San Francisco, CA Dec 2009 - Current 7
Citigroup Global Markets Inc. San Francisco, CA May 2007 - Dec 2009 2
Citicorp Investment Services San Francisco, CA Jun 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Edgardo A. Moncada
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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