Edward Bacher
Edward Bacher is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westerville, OH, with 17 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
Westerville, OH
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Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Edward engages in non-variable insurance activities, which are investment-related, dedicating minimal time to this pursuit.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
State Registrations3 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.