Edward Robert Collins

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

• 07/2008 → Present
  Lpl Financial Llc
  Lebanon, NJ

Previous Registrations

• 2002-05-23 → 2008-07-17
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2002-06-06 → 2008-07-17
  Summit Financial Resources Inc
  Parsippany, NJ

Other Businesses

1) 4/25/2017 - Vimagery Inc - Not Investment Related - Location: Various - Other-Business Owner - Co-Owner - Start 05/01/17 - 20 Hours Per Month/6 Hours During Securities Trading. 2) 4/25/2017 - Eat Right Vending, LLC - Not Investment Related - Location: Various - Other-Business Owner - Co-Owner - Start 05/01/17 - 5 Hours Per Month/0 Hours During Securities Trading. 3) 7/9/2018 - Wealth Wisdom Productions, LLC - Investment Related - Home Based - Speaker/Seminar - Business Owner - Start Date: 07/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading - Financial Education. 4) 9/16/2018 - Collins Lambert - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/01/2018 - 240 Hours Per Month/6 Hours During Securities Trading. 5) 04/04/2019 - No business name - Investment related - At reported business location(s) - Tax Prep/Accounting/CPA - start date:02/01/2019 - 20 hrs/mo - 2 hrs during trading. 6) 1/24/2020 - Leigh Street Clinton Properties, LLC - Investment Related - Home Based - Real Estate Rental - Started 01/15/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Setting up a New Jersey Limited Liability Company within which to purchase investment real estate.

Exams

• S66 Uniform Combined State Law Examination
  1999-01-11

Other Names

• Edward Robert Collin
• Edward Robert Collins
• Edward Robert Collins, Cfp