Edward Kozak (CRD# 4454146) is an Investment Advisor Representative working at Lpl Financial LLC in North Chesterfield, VA and has over 22 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | North Chesterfield, VA | Apr 2021 - Current | 3 |
| Sycamore Wealth Management | North Chesterfield, VA | Apr 2012 - Current | 12 |
| Sycamore Insurance Group | North Chesterfield, VA | Apr 2012 - Current | 12 |
| Voya Financial Advisors, Inc. | North Chesterfield, VA | Oct 2014 - Apr 2021 | 6 |
| Woodbury Financial Services, Inc. | Richmond, VA | Dec 2011 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- VA
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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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