Edward Pipkin is a registered investment advisor at Mariner Independent, based in Tampa, FL, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
2202 N. Westshore Blvd Suite 200, Tampa, FL, 33607
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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.
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Edward offers investment services through Mariner Platform Solutions/Mariner Independent. This activity takes nearly all of Edward's time.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Cibc Oppenheimer CORP.Broker
Cibc Wood Gundy Securities CORP.Broker
Jefferies & Company, INC.Broker
Smith Barney INC.Broker
The Argosy Securities Group, L.P.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations2 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.