Edward Kelley
Edward Kelley is a registered investment advisor at LPL Enterprise, LLC, based in Ligonier, PA, with 24 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
132 West Main Street, Suite 6, Ligonier, PA, 15658
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2011Customer Dispute
February 2011Customer Dispute
December 2008Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Edward sells Medicare insurance through Neishloss & Fleming, LLC since October 2023. This investment-related activity requires minimal time.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Mcdonald Investments INC.Broker
MML Investors Services, INC.Broker
State Registrations9 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.