Edward Kucharski
Edward Kucharski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Flemington, NJ, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
45 Mine St. First Floor, Flemington, NJ, 08822
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward operates Kucharski Financial Services, LLC as a DBA for his LPL business and is an insurance agent selling non-variable insurance. He also has interests in Kevkar, Inc. (real estate), a referral group for mortgage/real estate services, and Kucharski Financial Services, LLC (tax prep/accounting).
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Tfs Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.