Edward Lazaro is a registered investment advisor at LPL Financial LLC, based in Lincoln, NE, with 35 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
3201 Pioneers Blvd Ste 208, Lincoln, NE, 68502
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business Activities
Edward operates under the DBAs Lazaro Wealth Consultants and Juno Private Wealth for his LPL business, dedicating full-time hours to these activities. He also provides investment advisory services through Private Advisor Group, spending full-time hours on this as well.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Questar Capital Corporation
Questar Capital CorporationBroker
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
U.S. Bancorp Investments, INC.Broker
Liberty Securities CorporationBroker
Wall Street Investor ServicesBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations17 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.