EO
CFP
EO
CFP

Edward Opat

42 Years of Experience
Murrysville, PA
BrokerSells Insurance

Edward Opat is a CFP-designated registered investment advisor, based in Murrysville, PA, with 42 years of industry experience.

Location

3875 Franklintowne Ct, Ste 210, Murrysville, PA, 15668

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Edward owns and manages investment real estate, dedicating minimal time. He is also an independent insurance agent selling various insurance products, spending minimal time on this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2012 - Present · 13 yrs 6 mos
Cambridge Investment Research Advisors, INC.
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
September 2009 - November 2012 · 3 yrs 2 mos
LPL Financial LLC
September 2009 - November 2012 · 3 yrs 2 mos
Mutual Service Corporation
May 2003 - September 2009 · 6 yrs 4 mos
Mutual Service CorporationBroker
April 2003 - September 2009 · 6 yrs 5 mos
Ffp Advisory Services INC
June 1997 - April 2003 · 5 yrs 10 mos
Ffp Securities, INC.Broker
December 1996 - April 2003 · 6 yrs 4 mos
The O.N. Equity Sales CompanyBroker
October 1995 - December 1996 · 1 yr 2 mos
American Express Service CorporationBroker
May 1993 - December 1994 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
October 1989 - October 1995 · 6 yrs
Ids Life Insurance CompanyBroker
October 1989 - October 1995 · 6 yrs
Pruco Securities CorporationBroker
May 1983 - November 1989 · 6 yrs 6 mos
State Registrations14 states
AZCACOFLILMDMINCNMPASCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Edward Opat - Financial Advisor | TrueAdvisor