Edward Lindbloom
Edward Lindbloom is a registered investment advisor at Cetera Investment Advisers LLC, based in Central Point, OR, with 22 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
780 S Front St, Ste 100, Central Point, OR, 97502
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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 Activities
Edward is a representative for EGL Investments LLC, spending nearly full-time on this activity. He is also the owner of EGL Wealth Management, dedicating full-time hours to financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations11 states
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