Edwin Milner
Edwin Milner is a registered investment advisor at LPL Financial LLC, based in Jericho, 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
500 North Broadway, Suites 260 & 242, Jericho, NY, 11753
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Edwin is licensed to sell life, fixed, disability, and long-term care insurance, dedicating minimal time to this activity. He also has ownership stakes in Generational Wealth Services LLC and Comprehensive Wealth Services, the latter being an independent RIA providing investment advisory services and tax preparation, taking about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Comprehensive Wealth Services, LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Flagstar Advisors, INC.
Flagstar AdvisorsBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Ash & CO. IncorporatedBroker
The Hamilton-Shea Group, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
Gaines, Berland INC.Broker
State Registrations18 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.