Edward Sweeney
Edward Sweeney is a registered investment advisor at LPL Financial LLC, based in Wyomissing, PA, with 37 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
2 Meridian Blvd Ste 102, Wyomissing, PA, 19610
Get directionsHistory
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 WBS Financial as a DBA for his LPL business and Treeview Partners LLC for tax/investment purposes. He is also a financial advisor/insurance producer with Modern Life Insurance Brokerage, selling non-variable insurance, but dedicates minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
Isfa CorporationBroker
Shearson Lehman Brothers INC.Broker
State Registrations20 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.