Lionel Edmonson (CRD# 4731762) is an Investment Advisor Representative working at Essex Private Wealth Management, LLC in Topsfield, MA and has over 20 years of experience in the finance industry. Lionel Edmonson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Huntwicke Advisors, LLC | Topsfield, MA | Sep 2017 - Current | 6 |
| Huntwicke Securities, LLC | Topsfield, MA | Aug 2017 - Current | 6 |
| Fidelity Investments | Merrimack, NH | Feb 2007 - Aug 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- MA
-
Total Assets Under Management260MILLIONS
-
Total Number of Accounts709ACCOUNTS
-
Average Account Value$367,188
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, MA, ME, NH, NY, PA, TX, VT
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