EC
EC

Edward Collins

27 Years of Experience
Lebanon, NJ
Broker

Edward Collins is a registered investment advisor at LPL Financial LLC, based in Lebanon, NJ, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

100 Corporate Drive Ste 101, Lebanon, NJ, 08833

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Edward is a co-owner of Vimagery Inc and Eat Right Vending, LLC, spending about 10-20% of his time on Vimagery and minimal time on Eat Right Vending. He also owns Wealth Wisdom Productions, LLC, providing financial education, and is involved in tax preparation/accounting, real estate rental, and Collins Lambert, a DBA for his LPL business, dedicating full-time hours to the latter.

Employment History
Current Registrations
LPL Financial LLC
July 2008 - Present · 17 yrs 10 mos
LPL Financial LLCBroker
July 2008 - Present · 17 yrs 10 mos
LPL Financial LLC
July 2008 - Present · 17 yrs 10 mos
Previous Registrations
Summit Financial Resources INC
June 2002 - July 2008 · 6 yrs 1 mo
Summit Equities INC
May 2002 - July 2008 · 6 yrs 2 mos
Summit Equities, INC.Broker
December 1998 - July 2008 · 9 yrs 7 mos
State Registrations30 states
AZCACOCTDCDEFLGAIAILINMAMDMEMIMNNCNHNJNVNYOHPARISCTXVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Edward Collins - Financial Advisor | TrueAdvisor