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ED
CFP
ED
CFP

Edward Doyle

LPL Financial LLC
46 Years of Experience
Florham Park, NJ
1 DisclosureBroker
View SEC Summary
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Edward Doyle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Florham Park, NJ, with 46 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
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 · 35 yrs 2 mos
LPL Financial LLCBroker
June 1989 - Present · 37 yrs 4 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 Registrations19 states
AZCACOFLHILAMANCNJNVNYOHPARISCTXVAVTWI
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.
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