Edward Pittman
Edward Pittman is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 40 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2009Regulatory
December 2008Other Business ActivitiesSells Insurance
Edward is involved in insurance sales through Virginia Insurance Agency Solutions since July 2021, which is considered investment-related. He dedicates a few hours per week to non-variable insurance sales.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Bi Investments, LLC
Bi Investments, LLCBroker
Royal Alliance Associates, INC.Broker
Davenport-Dukes Financial Services, INC.Broker
Investors Security Company, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations10 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.