ES
CFP
ES
CFP

Edward Vernon Scoby

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

200 Applebee St Ste 208, Barriington, IL, 60010-3060

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Edward works with One Resource Group to provide life insurance, long-term care insurance (LTCI), and fixed annuities, dedicating minimal time to this activity. He also spends about a quarter of his time with Sequoia Wealth Management as a registered investment advisor hybrid, and the majority of his time on Ironwood Family Wealth Advisors, LLC and Ironwood Health Care Wealth Advisors.

Employment History
Current Registrations
LPL Financial LLC
November 2025 - Present · 3 mos
Sequoia Wealth Management, LLC
March 2015 - Present · 10 yrs 11 mos
LPL Financial LLCBroker
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
LPL Financial LLC
April 2025 - October 2025 · 6 mos
LPL Financial LLC
May 2010 - October 2020 · 10 yrs 5 mos
Robert W. Baird & CO. Incorporated
January 2008 - May 2010 · 2 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
January 2008 - May 2010 · 2 yrs 4 mos
State Registrations10 states
CACOFLGAILINMNTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.