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Edward Bullano

LPL Financial LLC
40 Years of Experience
Glen Allen, VA
1 DisclosureBroker
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Edward Bullano is a registered investment advisor at LPL Financial LLC, based in Glen Allen, VA, with 40 years of industry experience. Edward 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4860 Cox Road, Ste 200, Glen Allen, VA, 23060

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2005
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward is associated with Synergy Wealth Group, Main Street Realty Partners LLC (for tax/investment purposes, taking minimal time), and Bullano Enterprises LLC (taking minimal time). The Main Street Realty Partners LLC and Bullano Enterprises LLC activities are home-based.

Employment History
Current Registrations
LPL Financial LLC
May 2014 - Present · 12 yrs 5 mos
LPL Financial LLCBroker
May 2014 - Present · 12 yrs 5 mos
LPL Financial LLC
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
May 2012 - May 2014 · 2 yrs
Wells Fargo Advisors, LLC
May 2012 - May 2014 · 2 yrs
Bb&t Investment Services, INC.
December 2008 - May 2012 · 3 yrs 5 mos
Bb&t Investment Services, INC.Broker
August 2008 - May 2012 · 3 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
August 2007 - August 2008 · 1 yr
Allstate Financial Services, LLCBroker
September 2004 - August 2007 · 2 yrs 11 mos
Signator Investors, INC.
August 2002 - August 2004 · 2 yrs
Signator Investors, INC.Broker
May 2002 - August 2004 · 2 yrs 3 mos
Intersecurities, INC.Broker
August 1995 - April 2002 · 6 yrs 8 mos
Metlife Securities INC.Broker
March 1987 - August 1995 · 8 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
January 1986 - August 1995 · 9 yrs 7 mos
State Registrations3 states
FLPAVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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