Edward Carlson
Edward Carlson is a registered investment advisor at LPL Financial LLC, based in Marcellus, NY, with 15 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Marcellus, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Edward operates as CFS Group, a DBA for his LPL business, since October 2024. This activity is investment-related and occurs at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Visions Analysis LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
PNC Investments
PNC InvestmentsBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Pinnacle Investments, LLCBroker
Key Investment Services LLCBroker
State Registrations11 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.