Edward Lapinski
Edward Lapinski is a registered investment advisor at Wells Fargo Advisors, based in Philadelphia, PA, with 13 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
123 South Broad Street, 1st Floor, Philadelphia, PA, 19109
Get directionsHistory
Regulatory History (1)
Financial
July 2024Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Santander Securities
Santander Securities LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
LPL Financial LLCBroker
Pruco Securities, LLC.Broker
State Registrations6 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.
Exams
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