Allyn Walter 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

• 12/2003 → 07/2018
  Kovack Securities Inc.
  Ft. Lauderdale, FL
• 11/2007 → 07/2018
  Kovack Advisors Inc.
  Ft. Lauderdale, FL
• 07/2018 → Present
  Lpl Financial Llc
  Newberg, OR

Previous Registrations

• 2007-11-14 → 2018-07-27
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
  Newberg, OR

Other Businesses

1) 07/27/2018 - Fixed annuities & Life Insurance Sales - Edwards & Associates Financial Services, Inc - 5% - INVESTMENT RELATED - NEWBERG, OR 97132 2) 07/27/2018 - DBA for LPL Business (entity for LPL business) - Edwards & Associates Financial Services, Inc. - 0% - INVESTMENT RELATED - NEWBERG, OR 97132 3) 12/12/2023 - Edwards Whisper Falls LLC - Real Estate Rental - San Antonio, TX - Investment Related - Start Date 11/24/2023 - 1 Hour Per Month/ 0 Hours During Trading 4) 08/06/2024 - Beartas LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/31/2024 - 120 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-11-12
• S63 Uniform Securities Agent State Law Examination
  2000-06-09

Other Names

• Allyn W Edwards