Edward Kohlhepp is a ChFC-designated registered investment advisor, based in Doylestown, PA, with 57 years of industry experience.
Location
3655 Route 202, Suite 100, Doylestown, PA, 18902
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Regulatory History (1)
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Customer Dispute
July 2022Denied
Other Business ActivitiesSells Insurance
Edward is an independent insurance agent for various companies and dedicates minimal time to this. He also owns rental property, is the founder/CEO of Kohlhepp Investment Advisors, and a board member of Parvee Foundation.
Employment History
Current Registrations
Cambridge Investment Research, INC.
July 2004 - Present · 21 yrs 9 mos
Cambridge Investment Research, INC.Broker
July 2004 - Present · 21 yrs 9 mos
Kohlhepp Investment Advisors, LTD.
May 1999 - Present · 26 yrs 11 mos
Previous Registrations
Higham-Whitridge Securities, INC.Broker
May 1977 - January 1980 · 2 yrs 8 mos
Travelers Equities Sales, INC.Broker
October 1974 - June 1976 · 1 yr 8 mos
Lincoln Investment Planning, INC.Broker
April 1969 - August 2004 · 35 yrs 4 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.