Edward Herrera is a registered investment advisor at LPL Financial LLC, based in Palm Coast, FL, with 9 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
50 Leanni Way C2, Palm Coast, FL, 32137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is affiliated with Alliance Financial Partners, works as a fitness instructor at Hammock Beach Resort, and is involved with Magnolia Crossings of Flagler, LLC. He also provides real estate services through Exclusive Properties of Flagler County, Inc., owns Exodus Enterprises, LLC, and works as a substitute drummer at Parkview Church, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.Broker
State Registrations33 states
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