Curt C Edwards
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
10 years in the industry.
- LPL Financial LLCJun 2023 to now
- Wilmington TrustAug 2022 to now
- JPMorgan Chase Bank NAJun 2021 to Aug 2022
- JPMorgan Securities LLCJun 2021 to Aug 2022
- Infinex Investments IncSep 2017 to Jun 2021
- Finemark National Bank & TrustJun 2017 to Jun 2021
- Sabadell Bank & Trust (banco De Sabadell)Feb 2016 to Jun 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2968341
- Firm CRD
- 6413