Edie Kelly is a registered investment advisor at LPL Financial LLC, based in Princeton, NJ, with 15 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
116 Village Blvd., Ste. 200, Princeton Forrestal Village, Princeton, NJ, 08540-5700
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2016Customer Dispute
July 2016Other Business Activities
Edie operates under two DBAs for her LPL business: EK Investment Management and Northfield Investment Services. These activities are investment-related and take about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
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.