ED
CFP
ED
CFP

Edward Doyle

45 Years of Experience
Florham Park, NJ
1 DisclosureBroker

Edward Doyle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Florham Park, NJ, with 45 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

325 Columbia Turnpike Ste 310, Florham Park, NJ, 07932

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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.
Customer Dispute
August 2009
Denied
Other Business Activities

Edward is associated with Heritage Investment Partners, LLP as a DBA for his LPL business since 2014. This requires a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
August 1991 - Present · 34 yrs 9 mos
LPL Financial LLCBroker
June 1989 - Present · 36 yrs 11 mos
Previous Registrations
Skylands Financial Advisors, LLC
June 2008 - January 2011 · 2 yrs 7 mos
Anchor National Financial Services, INC.Broker
December 1987 - June 1989 · 1 yr 6 mos
Sandhurst Securities LTD.Broker
February 1987 - January 1988 · 11 mos
Painewebber IncorporatedBroker
May 1980 - March 1987 · 6 yrs 10 mos
State Registrations18 states
AZCACOFLHIMANCNJNVNYOHPARISCTXVAVTWI
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.