Edward Cole
Edward Cole is a registered investment advisor at LPL Financial LLC, based in Metairie, LA, 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
3223 8th St. Suite 203, Metairie, LA, 70002
Get directionsHistory
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 ActivitiesSells Insurance
Edward is a DBA for LPL business through Stratos Wealth Partners and an IAR with Stratos Wealth Partners. He also has an insurance agency, Stratos WP of GNO Insurance, taking minimal time, and a business entity for tax/investment purposes, HNB Investments LLC, also taking minimal time.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLCBroker
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.