ET
ET

Edward Terranova

9 Years of Experience
Tempe, AZ
1 DisclosureBroker

Edward Terranova is a registered investment advisor at LPL Financial LLC, based in Tempe, AZ, 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
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.

Loading...

Location

500 E. Rio Salado Pkwy, Building 4, Floor 3, Tempe, AZ, 85281

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2019
Final
Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Osaic Wealth, INC.
September 2023 - May 2024 · 8 mos
Securities America, INC.Broker
March 2022 - May 2024 · 2 yrs 2 mos
Osaic Wealth, INC.Broker
March 2022 - May 2024 · 2 yrs 2 mos
Triad Advisors LLCBroker
March 2022 - May 2024 · 2 yrs 2 mos
Woodbury Financial Services, INC.Broker
March 2022 - January 2024 · 1 yr 10 mos
Fsc Securities CorporationBroker
March 2022 - November 2023 · 1 yr 8 mos
Sagepoint Financial, INC.
March 2022 - September 2023 · 1 yr 6 mos
Sagepoint Financial, INC.Broker
March 2022 - September 2023 · 1 yr 6 mos
Morgan Stanley
August 2018 - April 2022 · 3 yrs 8 mos
Morgan StanleyBroker
July 2018 - April 2022 · 3 yrs 9 mos
Charles Schwab & CO., INC.Broker
July 2016 - June 2018 · 1 yr 11 mos
State Registrations2 states
AZCA
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.