Edgar A Acosta
Investment adviser representative at LPL Financial LLC
14 yearsExperience
10 statesRegistered 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
14 years in the industry.
- LPL Financial LLCJul 2023 to now
- Bancwest Investment ServicesFeb 2021 to now
- Bank of the WestFeb 2021 to now
- UnemployedSep 2020 to Feb 2021
- Morgan Stanley Private Bank, N.A.Aug 2018 to Sep 2020
- Morgan StanleyJul 2018 to Sep 2020
- Bank of America, N.A.Jan 2012 to Jul 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, KS, MN, ND, NE, SD, TX, WI).
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
- 5720193
- Firm CRD
- 6413