Edward Mitchell Marion

Employer firm

Private Client Services, LLC CRD 120222

$1.38B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 12/2021
  Lpl Financial Llc
  Columbia, SC
• 01/2022 → Present
  Private Client Services
  Columbia, SC

Previous Registrations

• 2012-06-11 → 2021-12-15
  Lpl Financial Llc
  Columbia, SC
  Columbia, SC
  Mooresville, NC

Other Businesses

MARION INVESTMENT ADVISORS, LLC. 2009 LINCOLN STREET, COLUMBIA, SC 29201. SECURITIES AND INSURANCE. PRESIDENT. 200 HRS/MO; 200 DURING TRADING HRS. ECHELON HOLDINGS LLC. OWN REAL ESTATE. 50% PARTNER. GENERAL ADMIN AND MAINTAINACE. 10 HRS/MO; 0 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-04
• S63 Uniform Securities Agent State Law Examination
  2008-10-15

Other Names

• Edward Marion