Edward Luke Vallar
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial, LLCDec 2023 to now
- UnemployedApr 2023 to Dec 2023
- Roundangle Advisors LLCJan 2015 to Apr 2023
- Foundation Retirement Plan Consultants, IncFeb 2014 to Dec 2018
- Pj Robb Variable CorpMay 2010 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2254394
- Firm CRD
- 6413