Edward Roberts
Edward Roberts is a registered investment advisor at LPL Financial LLC, based in Chillicothe, OH, with 25 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
310 Caldwell St, Chillicothe, OH, 45601
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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 involved in non-variable insurance activities and DBAs related to his LPL business. He also owns R2 Properties LLC and Malgav Properties LLC for real estate rental, Meadow Run Farm LLC for recreational hunting land, serves as a board member for Ohio Valley Bancorp, and owns Dogwood Hills Golf Course, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations17 states
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