Edward Francis 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:

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

Current Employers

Employment History

• 06/1989 → Present
  Lpl Financial, Llc
  Chatham, NJ

Previous Registrations

• 2008-06-10 → 2011-01-28
  Skylands Financial Advisors, Llc
  Newton, NJ

Other Businesses

(1) 5/27/2014: HERITAGE INVESTMENT PARTNERS, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 06/03/2014 - 10 Hours Per Month/1 Hour During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-10-16

Designations

• Certified Financial Planner