Edward Frank Macha

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

• 10/2007 → 09/2025
  Ubs Financial Services Inc.
  Merced, CA
• 09/2025 → Present
  Lpl Financial Llc
  Merced, CA

Previous Registrations

• 2008-04-16 → 2025-09-12
  Ubs Financial Services Inc.
  Merced, CA

Other Businesses

1) 2026-04-20 - Big D Properties, LLC - Business Entity For Tax/Investment Purposes Only - N - 5 - 0 - at reported business location(s) - 2026-04-10 - Office building 2) 2025-09-03 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Decorum Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 40 - at reported business location(s) - 2025-08-13 - 3) 2025-09-03 - Kennedymacha Enterprises LLC - Business Owner - N - 5 - 0 - at reported business location(s) - 2025-08-13 -

Exams

• S66 Uniform Combined State Law Examination
  2008-04-15

Other Names

• Edward Macha
• Edward Frank Macha
• Edward Frank Macha