Edward Scoby is a CFP-designated registered investment advisor at LPL Financial LLC, based in Barriington, IL, 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
200 Applebee St Ste 208, Barriington, IL, 60010-3060
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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 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
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations10 states
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