Edward Boze is a registered investment advisor at LPL Financial LLC, based in Henrico, VA, with 5 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
3660 Mayland Court, Henrico, VA, 23233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is involved in real estate rental through BSFHB LLC since January 2024 and Roundtuit LLC since March 2010. He also uses Call Federal Investments and Retirement as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Stonex Securities INC.Broker
Stonex Advisors INC.
State Registrations11 states
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