Edwin Egger is a registered investment advisor at LPL Financial LLC, based in Jackson, MS, with 23 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
1200 Eastover Drive, Ste 300, Jackson, MS, 39211
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Edwin is affiliated with BankPlus Investment Services as a DBA for LPL Business since 2009. He also serves as a Trust Administrator for BankPlus Wealth Management, dedicating about half of his time to this role and 1 hour during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.