Edward Scott Boze
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCMar 2025 to now
- Call Federal Credit UnionMar 2025 to now
- Stonex Advisors IncMar 2021 to Mar 2025
- Stonex Securities IncJan 2021 to Mar 2025
- UnemployedSep 2020 to Jan 2021
- Moran Towing CorporationJun 2017 to Sep 2020
- Hays Tug and Launch Service Inc.Jun 2017 to Sep 2017
- UnemployedOct 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7333397
- Firm CRD
- 6413