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Edward L Bang

Investment adviser representative at LPL Financial LLC
25 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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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

25 years in the industry.

  1. Boeing Employee Credit UnionJan 2024 to now
  2. LPL Financial LLCJan 2024 to now
  3. UnemployedDec 2023 to Jan 2024
  4. Bank of America, N.A.Jan 2022 to Dec 2023
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Dec 2023
  6. UnemployedAug 2021 to Jan 2022
  7. Bmw NorthwestMay 2001 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
4354378
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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