Edward Stockton Wells
Investment adviser representative at LPL Financial LLC
7 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
7 years in the industry.
- LPL Financial LLCJul 2021 to now
- Gabriel PenfieldApr 2021 to now
- Js Promotions LLCApr 2021 to now
- Various Insurance Carriers for W&r Insurance AgenciesApr 2021 to Jul 2021
- Waddell & Reed, IncMar 2021 to Jul 2021
- Bank of America N.A.Jan 2020 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Mar 2021
- Bb&tMay 2017 to Oct 2017
- Waddell & ReedOct 2016 to Nov 2017
- University of South CarolinaAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6727417
- Firm CRD
- 6413