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Andrea Edwards

12 Years of Experience
Lebo, KS
BrokerSells Insurance

Andrea Edwards is a registered investment advisor at LPL Financial LLC, based in Lebo, KS, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrea is involved in several outside business activities. She sells fixed insurance products, life insurance, annuities, and long-term care insurance through Miller Financial Group and MidAmerica Wealth Management, taking about 10-30% of her time for each. Andrea also works as an ambassador for Plexus Worldwide and as a group fitness instructor at Emporia Rec Center, dedicating about 10% of her time and a few hours per week, respectively.

Employment History
Current Registrations
LPL Financial LLC
November 2013 - Present · 12 yrs 10 mos
LPL Financial LLCBroker
August 2013 - Present · 13 yrs 1 mo
LPL Financial LLC
August 2013 - Present · 13 yrs 1 mo
State Registrations7 states
COKSMONCOKTXUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Andrea Edwards - Financial Advisor | TrueAdvisor