Edward Penner (CRD# 6693042) is an Investment Advisor Representative working at Lpl Financial LLC in Knoxville, PA and has over 7 years of experience in the finance industry.
CRD# 4418062
Alsworth Capital Management, LLC
CRD# 6490126
Bck Partners, Inc.
CRD# 5704688
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Wellsboro, PA | Mar 2023 - Current | 1 |
| Citizens & Northern Bank | Wellsboro, PA | Jul 2016 - Current | 7 |
| Cetera Investment Advisors | Wellsboro, PA | Dec 2016 - Mar 2023 | 6 |
| Cetera Investment Services LLC | St. Cloud, MN | Aug 2016 - Mar 2023 | 6 |
| Costy's Energy Services LLC | Mansfield, PA | May 2014 - Jun 2016 | 2 |
| Southern New Hampshire University | Manchester, NH | Sep 2012 - Jun 2014 | 1 |
| First Citizens Community Bank | Mansfield, PA | Sep 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- PA
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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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