Megan Edwards is a registered investment advisor at LPL Financial LLC, based in Los Gatos, CA, with 18 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
223 West Main St, Suite D3, Los Gatos, CA, 95030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan operates under the DBA Ivy Financial Planning & Associates, LLC. She also works as an assistant JV softball coach at Los Gatos High School, dedicating about 10-20% of her time to this role, and will act as an executor for the Sally Edwards Living Trust, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ivy Financial Planning & Associates
Ivy Financial Planning & Associates
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
State Registrations17 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.