Edward Kohlhepp is a CFP-designated registered investment advisor, based in Doylestown, PA, with 29 years of industry experience.
Location
3655 Route 202, Suite 100, Doylestown, PA, 18902
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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 an independent insurance agent since 2002, dedicating a few hours per week. He is also the president/owner and advisory representative of Kohlhepp Investment Advisors, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Kohlhepp Investment Advisors, LTD.
Previous Registrations
Lincoln Investment Planning, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations14 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.