Edward Winslow
Edward Winslow is a registered investment advisor at LPL Financial LLC, based in Central Point, OR, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Central Point, OR
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the president of Protect Money Investments, Inc., focusing on investment and financial planning, as well as selling fixed insurance products and life insurance, dedicating about 10-20% of his time. He is also an insurance agent selling life, health, accident, and variable contracts, and president of Southern Oregon Development Properties, LLC, dealing with real estate investments and property sales, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Walnut Street Securities, INC.Broker
First Affirmative Financial Network, INC.Broker
Anchor National Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations24 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.