Byron Edwards

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → Present
  Lpl Financial, Llc
  Charlotte, NC

Previous Registrations

• 2002-07-02 → 2003-01-22
  Uvest Financial Services Group, Inc.
  High Point, NC
• 2001-12-31 → 2002-06-27
  Morgan Stanley Dw Inc.
  Winston-Salem, NC

Other Businesses

1. 04/02/2024 - Executor of Estate Ann Byrd Hutchins - Act in a Fiduciary Capacity - Not Investment Related - Start Date 5/1/2024 - 1 Hour Per Month

Exams

• S66 Uniform Combined State Law Examination
  2021-02-02
• S63 Uniform Securities Agent State Law Examination
  2014-11-13
• S65 Uniform Investment Adviser Law Examination
  1998-06-17

Other Names

• Byron Wayne Edwards