Edwin Peters is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Mobile, AL, with 43 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
153 West I65 Service Road, Mobile, AL, 36608
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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
Edwin is a partner at Financial Strategies, LLC, and a financial advisor at Peters Financial LLC, both involving investment advisory services and insurance, taking up more than full-time hours. He also serves as Chairman of the Board for NEST and as a non-paid advisor board member for White-Spunner Realty, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations22 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.
Exams
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