Lionel James Edmonson
Investment adviser representative at Consolidated Portfolio Review Corp
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm 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
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Consolidated Portfolio Review CorpMar 2026 to now
- Essex Private Wealth Management LLCSep 2017 to Mar 2026
- Huntwicke Securities, LLCAug 2017 to Mar 2026
- Fidelity InvestmentsFeb 2007 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 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
- 4731762
- Firm CRD
- 112694