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Edward Larkin

26 Years of Experience
York, NE
BrokerSells Insurance

Edward Larkin is a registered investment advisor at D.H. Hill Advisors, INC., based in York, NE, with 26 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 Alternative Investments, Business Owners, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 938 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
938 clients
Average Client Portfolio
$241K average
Assets Under Management
$226.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Rates shown are for investment management only. Combined planning and investment management starts at 1.25% for the first tier. Fees are negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

208 E. 5th, York, NE, 68467

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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.

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Other Business ActivitiesSells Insurance

Edward is an insurance agent at Larkin Insurance Agency, dedicating about a quarter of his time to selling life insurance. He also works at Larkin Farms as seasonal help, is a registered representative at D.H. Hill Securities, and an investment advisor representative at D.H. Hill Advisors, Inc., spending about 60% of his time between the two.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
January 2022 - Present · 4 yrs 9 mos
D.H. Hill Securities, Lllp
February 2016 - Present · 10 yrs 8 mos
D.H. Hill Securities, LllpBroker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
February 2014 - February 2016 · 2 yrs
Sii Investments, INC.Broker
August 2007 - March 2014 · 6 yrs 7 mos
Ing Financial Partners, INC.Broker
January 2004 - September 2007 · 3 yrs 8 mos
Locust Street Securities, INC.Broker
August 2001 - January 2004 · 2 yrs 5 mos
World Securities, INC.Broker
November 1999 - August 2001 · 1 yr 9 mos
State Registrations2 states
AZNE
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.
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