Edward Burgos
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- LPL Financial LLCMay 2025 to now
- United Community BankMay 2025 to now
- Guardian Life Insurance CompanyMar 2023 to May 2025
- Park Avenue SecuritiesMar 2023 to May 2025
- Westshore Financial GroupJan 2023 to Mar 2023
- UnemployedAug 2021 to Dec 2022
- Charles Schwab & Co., Inc.Jan 2019 to Jul 2021
- Schwab Private Client Investment Advisory, Inc.Jan 2019 to Jul 2021
- UnemployedSep 2018 to Nov 2018
- Morgan Stanley Private Bank, National AssociationJan 2016 to Sep 2018
- Morgan Stanley Smith Barney LLCDec 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2005
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
- 3008405
- Firm CRD
- 6413