Gary Andrew Edmonds

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

• 04/2011 → 03/2022
  Ubs Financial Services Inc
  Washington, DC
• 03/2022 → Present
  Lpl Financial, Llc
  Washington, DC

Previous Registrations

• 2011-05-05 → 2022-04-11
  Ubs Financial Services Inc.
  Washington, DC
• 2003-09-26 → 2011-04-25
  Wells Fargo Clearing Services, Llc
  Largo, MD
  Laurel, MD
  Takoma Park, MD
  Laurel, MD
  Washington, DC
  Columbia, MD
  District Heights, MD
• 2001-08-02 → 2003-10-15
  Ubs Financial Services Inc.
  Rockville, MD

Other Businesses

1)03/31/2022 - Beltway Real Estate LLC - Owner, Non-Inv - Derwood, MD - Start: 04/2021 - 1 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  1998-10-02

Other Names

• Gary A Edmonds
• Gary Andrew Edmonds
• Gary A Andrew Edmonds