Edmond B Loughlin

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

• 03/2002 → Present
  Lpl Financial Llc
  Portsmouth, NH

Other Businesses

(1) 03/29/2002 * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) (2) 04/26/2016 * Concord Avenue Holdings, LLC * Real Estate Rental * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * Seasonal oceanfront summer rentals open only during July and August, eight weeks per year. Located at 21 and 23 Concord Avenue, Hampton, NH. I will manage the opening and closing of the property each year which will be done on the weekend. I will process the reservations during the off season which takes about ten hours per month. I will handle the check in and check out of the property each Saturday during July and August which takes about four to five hours each Saturday. I will handle bank deposits and pay all bills which will take about two hours per month. * START 02/01/2015 * 20 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2001-04-06

Other Names

• Ned Loughlin
• Edmond B. Loughlin