Cedric Bertrell 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

• 03/2000 → 03/2022
  Edward Jones
  St Louis, MO
• 03/2022 → 02/2026
  Stifel Independent Advisors, Llc
  Garden Ridge, TX
• 02/2026 → Present
  Lpl Financial, Llc
  Garden Ridge, TX

Previous Registrations

• 2022-03-29 → 2026-02-26
  Stifel Independent Advisors, Llc
  St. Louis, MO
  San Antonio, TX
• 2007-05-22 → 2022-03-30
  Edward Jones
  Schertz, TX

Other Businesses

1. 1/2026 - MC Edwards Investments LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 15 Hour(s)/Month - 1 Hour(s) During Trading - Schertz TX 78154 - OBA Start Date: 01/12/2026 2. 1/2026 - Edwards Wealth Consultants - DBA for LPL Business (entity for LPL business) - Investment Related - 200 Hour(s)/Month - 100 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/11/2026

Exams

• S66 Uniform Combined State Law Examination
  2007-05-17
• S63 Uniform Securities Agent State Law Examination
  2000-05-24

Other Names

• Cedric Bertrell Edwards