Gary Edmonds
Gary Edmonds is a registered investment advisor at LPL Financial LLC, based in Washington, DC, 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
1717 Pennsylvania Ave Nw, Suite 325, Washington, DC, 20006
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2025Customer Dispute
December 2011Other Business Activities
Gary is the owner of Beltway Real Estate LLC, a non-investment related entity, since April 2021. He dedicates minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.