Edward Burgos
Edward Burgos is a CFP-designated registered investment advisor at LPL Financial LLC, based in Winter Park, FL, with 25 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
700 W Morse Blvd Ste 100, Winter Park, FL, 32789
Get directionsHistory
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 operates under the DBA United Community Advisory Services for his LPL business. He also sells non-variable insurance products through Illinois Mutual and Guardian Life Insurance, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley
Morgan StanleyBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations4 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.
Exams
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