Edwin Stephen Fernandez
Investment adviser representative at LPL Financial LLC
29 yearsExperience
2 statesRegistered in
PFSDesignation
$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
29 years in the industry.
- LPL Financial, LLCNov 2022 to now
- Edwin S. FernandezDec 1999 to now
- Eddie Fernandez Accounting ServicesDec 1997 to now
- Fernandez Financial ServicesNov 1997 to now
- Legacy Financial GroupNov 1997 to now
- Voya Financial AdvisorsSep 2014 to Nov 2022
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
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
- 4090607
- Firm CRD
- 6413