Edward Secker
Edward Secker is a registered investment advisor at LPL Financial LLC, based in Forest Hills, NY, with 27 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
112-41 Queens Blvd, Ste 201, Forest Hills, NY, 11375
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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
Edward is a CPA providing tax preparation and accounting services since 1987, and owns Metro Tax Group. He is also a real estate broker and has interests in multiple real estate rental companies and LLCs, and sells non-variable insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Snyder Wealth Group
Long Island Financial Advisors, INC.
Osaic Wealth, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations16 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.