Edwin Peters is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Mobile, AL, 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
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 Registrations23 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.