Edward Lynch is a registered investment advisor at LPL Financial LLC, based in Orleans, MA, with 43 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
Orleans, MA
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2000Customer Dispute
October 1994Customer Dispute
March 1992Customer Dispute
November 1991Customer Dispute
June 1987Other Business Activities
Edward operates under the DBAs DLC Group and Dietz & Lynch Capital for his LPL business. These activities are investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
Wellth Advisory Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
P.L.A.N.
Dietz & Lynch Capital
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Advest, INC.Broker
Prudential Securities IncorporatedBroker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 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.