Edward F Terranova

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

• 08/2015 → 06/2018
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2018 → 03/2022
  Morgan Stanley
  Gilbert, AZ
• 03/2022 → 05/2024
  Advisor Group / Osaic Wealth
  Phoenix, AZ
• 05/2024 → Present
  Lpl Financial Llc
  Tempe, AZ

Previous Registrations

• 2023-09-01 → 2024-05-02
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2022-03-28 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2018-08-17 → 2022-04-13
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-08-17
• S63 Uniform Securities Agent State Law Examination
  2016-09-14

Other Names

• Eddie Terranova