Edward Phillip Doyle

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2023-11-13

IA RA
APPROVED

Since 2023-11-13

Branch Locations

2370 Nw 128Th St, Urbandale, IA 50323 • United States

1725 1St Ave S, Fort Dodge, IA 50501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Royal Alliance	Fort Dodge	IA	08/2020	11/2023
Bankers Life	Jacksonville	FL	07/2019	02/2020
Fort Dodge Country Club	Fort Dodge	IA	08/2010	07/2019
Self/Central Financial Group	Fort Dodge	IA	02/2020	11/2023
Lpl Financial Llc	Fort Dodge	IA	11/2023	Present

08/2020 → 11/2023

Royal Alliance

Fort Dodge, IA
07/2019 → 02/2020

Bankers Life

Jacksonville, FL
08/2010 → 07/2019

Fort Dodge Country Club

Fort Dodge, IA
02/2020 → 11/2023

Self/Central Financial Group

Fort Dodge, IA
11/2023 → Present

Lpl Financial Llc

Fort Dodge, IA

Previous Registrations

2020-10-16 → 2023-11-16

Osaic Wealth, Inc.

Fort Dodge, IA

Other Businesses

1) 11/13/2023 - Non-Variable Insurance - Non-Variable Insurance - Inv. Related - At Reported Business Location(s) - Agent - Start Date 07/19/2019 - 80 Hrs/Mth - 4 Hrs During Trading.- 40% time spent 2) 11/13/2023 - Non-Variable Insurance - Non-Variable Insurance - Inv. Related - At Reported Business Location(s) - Start Date 07/19/2019 - 80 Hrs/Mth - 4 Hrs During Trading.- 40% time spent 3) 11/13/2023 - Full Swing Financial Planning LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date:11/13/2023. 4) 11/13/2023 - Doyle Retirement Solutions LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Fort Dodge, IA - Owner - Start Date 04/12/2021 - 15hrs/month/ 3 hours during trading. 5) 11/13/2023 - Referee - Basketball - Other - Non-inv. Related - Boone, IA - Basketball Referee - Start Date 10/01/2018 - 10hrs/month - 5% time spent 6) 11/13/2023 - Doyle Retirement Solutions - Insurance Agency - Inv. Related - Fort Dodge, IA - Agency Owner - Start Date 04/12/2021 - 60 Hrs/Mth - 5 Hrs During Trading.- 25% time spent 7) 11/13/2023 - Doyle Retirement Solutions LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Fort Dodge, IA - Owner - Start Date 04/12/2021 - 15hrs/month/ 3 hours during trading 8) 07/02/2024 - Full Swing Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/04/2024 - 0 Hours Per Month/ During Trading 9) 08/21/2025 - Financial Planning with Eddie/ ED Financial Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 09/01/2025 - 0 Hrs/Mth/ During Trading.