Edward Musleh is a registered investment advisor at LPL Financial LLC, based in Indianapolis, IN, with 31 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
250 E 96th St, #200, Indianapolis, IN, 46240
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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 registered investment advisor representative with Charter Advisory Corporation since 2012, dedicating about 20% of his time. He also works with Musleh Financial Group, focusing on non-variable insurance and DBA for LPL business, spending a full-time equivalent on these activities.
Employment History
Current Registrations
LPL Financial LLC
Charter Advisory Corporation
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Mutual Service CorporationBroker
State Registrations16 states
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